IFA ADMINISTRATOR - FARNBOROUGH

An excellent opportunity is available for an experienced IFA Administrator to join a busy and professional Financial Services team based in Farnborough, Hampshire.

Working closely with Financial Advisers, clients and product providers, you will provide comprehensive administrative and client servicing support, with a particular focus on new business processing and case management.

This role would suit an experienced IFA Administrator or Financial Services Administrator looking for a new opportunity within a professional and supportive environment.

Key Responsibilities: 

• Provide day-to-day administrative support to Financial Advisers
• Process new business across investments, ISAs, GIAs, bonds, pensions and protection
• Manage client cases from initial submission through to completion
• Monitor and maintain the new business pipeline
• Liaise with Financial Advisers, clients and product providers
• Chase outstanding information and documentation
• Deal with new business queries via telephone and email
• Raise new business invoices
• Arrange and book annual client review meetings
• Maintain accurate client and case records
• Ensure cases are progressed within agreed timescales and SLAs
• Provide a consistently high level of client service

About You:
The successful candidate will ideally have previous experience within an IFA, Financial Planning or Wealth Management environment and a strong understanding of Financial Services administration.

You will ideally have:

• Previous experience as an IFA Administrator, Financial Services Administrator or similar
• Experience of new business processing and case management
• Knowledge of investments, pensions, ISAs, GIAs, bonds and protection
• Experience liaising with clients, Financial Advisers and product providers
• Excellent attention to detail and accurate data entry skills
• Strong organisation and time management skills
• The ability to manage multiple tasks and work to deadlines
• Confident telephone and written communication skills
• Good working knowledge of Microsoft Word and Excel
• A professional, proactive and customer-focused approach
• Experience across all product areas is not essential; a good breadth of Financial Services administration experience would be advantageous.

Qualifications:

• 5 GCSEs at grades A-C / 9-4, including Maths and English
• CII or other Financial Services qualifications would be advantageous but are not essential

Benefits:

• Private Medical Insurance
• Income Protection – 75% of salary for up to 3 years
• Life Assurance – 4x salary
• Critical Illness Cover – £50,000 lump sum
• Pension – 6% employer contribution / 3% employee contribution
• Training and professional development opportunities

Apply Today:
If you are an experienced IFA Administrator with a background in new business processing and are looking for your next career opportunity in Farnborough, we'd love to hear from you.

Apply today to be considered for this opportunity!