IFA Administrator

IFA Technical Administrator part-time

Albury, Surrey

£28,000 - £32,000 FTE

Part-time Technical Administrator required. Excellent opportunity to join a close-knit, high performing team working from our office near Guildford, in the Surrey Hills.

Are you an experienced IFA administrator looking to use your skills in a part-time role? (3 to 4 days).

Do you enjoy working on your own initiative and would you also like to feel that you are a valued and important member of the company?

This is a fantastic opportunity to join an established and growing IFA financial planning business, working closely with our Paraplanner and the rest of our close-knit team, to ensure that business is processed efficiently for clients.

About the role

Duties will include:

• Assist with the preparation of cases in readiness for the paraplanning paperwork including drafting suitability letters.
• Process all new business-related paperwork from submission to completion and any ongoing administration for investments, pensions and protection.
• Ensure the back-office data is accurate and up to date and all necessary client service reminders in place and adhered to.
• Manage and maintain client records, ensuring accuracy and compliance with relevant regulations.
• Communicate with clients and other members of the team to address inquiries and provide exceptional customer service.
• Ensuring all necessary documentation is prepared in advance of client meetings.
• Attend operational meetings to discuss ongoing workloads and raise any concerns, challenges or further opportunities.

Skills, experience, and qualifications

This role would suit an experienced IFA administrator who enjoys using their initiative and has a can do working style. We are looking for someone who will thrive and enjoy working in our close knit and supportive team.

• At least three years experience of providing administrative support within a Financial Planning or Wealth Management Practice with a clear understanding of the different products and processes involved.
• Technical ability to use multiple Financial Services back-office systems (prior experience different software systems will be highly advantageous but full training will be given on the relevant IT systems).
• Confidence in dealing directly with clients and third parties with ability to work with total discretion.
• A high standard of accurate and concise written output, with good attention to grammar and syntax.
• Highly organised with excellent communication skills.
• Solution focused approach with a high standard of professionalism.
• Somone who loves being an essential part of a high performing team but can equally work independently
• Someone who is going to love the attention to detail and make this role their own

Additional information

This is a part-time role and the salary quoted is the full-time equivalent salary. We are ideally looking for three to four days per week but if your requirement differs from this, please do apply, and let us know what you are looking for. There is the possibility of increased earnings through a bonus scheme.

About Estate Financial Planning (EFP)

Estate Financial Planning is a directly regulated IFA established in 2012 - our team has many years financial planning experience. We work for individuals, families, and businesses in Surrey and beyond. Our mission is to help people take control of their future and live a life of purpose and meaning. We specialise in building long-term relationships with our clients with a focus on building tailored plans to help clients achieve their financial and life goals.

The business was set up and is run by Clive Jaques, a qualified Independent Financial Adviser and Life Planner. Our team of 8 feels like a family with support, trust, and a shared sense of purpose at our core. In our team everyone is valued, celebrated, and encouraged to thrive together. As the team recently said in a staff survey: I love our teamwere supportive and caring of each other and our clients, its really enjoyable working with a team who work hard and can laugh. You can read more about our team (including our resident labradors) on our website.

Further information

We are using advertising recruiters Recruitment Rebellion Limited to assist us with this vacancy.

Adverts run for up to 40 days and we encourage applications during this period. The interviewing process can start at any time and adverts can be ended early if a suitable candidate is found.

Our application process is designed to be fair, straightforward, and inclusive to engage with as many applicants as possible. If you require reasonable adjustments, please let us know.

Only shortlisted candidates will be contacted.

In order to give your application, the best chance of success, please:

Check that you meet the criteria for the role.

Ensure you have the right to work in the UK

Apply with a CV that is clear, concise, and correct.

Tailor your CV to highlight your experience and relevant achievements to the position.