IFA Administrator Job in Bishop's Stortford, Hertfordshire. Apply for the latest Bishop's Stortford, Hertfordshire jobs in Accounting/Financial/Insurance.
IFA Administrator Job in Bishop's Stortford, Hertfordshire
Job Description
An exceptional Wealth Manager and Law Firm based in a fabulous location, currently requires an experienced Senior IFA Administrator to join it's friendly and vibrant team. The IFA Administration position offers a solid long-term career, a generous base salary, a comprehensive benefits package, and bonus, alongside on-going support, and career development. Lovely, modern offices, providing a pleasant and welcoming working environment
It is looking for people with the right approach as much as someone with the right qualifications. Someone who can respect the traditions of the past but also have the vision to look for modern solutions.
This is a unique role where you will be part of a small team operating as a wholly owned subsidiary firm based within a UK Top 300 Solicitors Practice with Offices in the City of London and Hertfordshire.
The IFA Administration role will include, but not be limited to:
Supporting advisors across the board
Supporting preparation of files for suitability report writing
Communicating with clients and product providers
Communicating with Solicitors and support teams within the practice
Managing Client affairs and requests
Preparing documents from Client Requests
Processing new business applications
Obtaining quotations and illustrations
Preparing documents for client meetings
Submitting letters of authority
General administration dutiesPreferred Product Knowledge (Training will be provided on more specialist areas):
Protection
Investments
Inheritance Tax Planning
Retirement Planning
EIS & VCT & BR
Estate and Trust PlanningExperience
The ideal candidate will have a minimum of 10 years' experience working in an IFA or Head Office Admin role. You will also be competent and experienced with platforms and have knowledge of pensions, investments, and protection. Excellent communication skills are essential as well as being methodical and having good attention to detail. FS Qualifications are desirable.
What is in it for you?
Generous Base Salary. Benefits include, 22 days holiday, contributory pension scheme, life assurance, private health cover, subsidised parking, and a discretionary annual bonus
Job Type: Permanent, Full Time
Location: Bishop's Stortford, Hertfordshire
Category: Accounting/Financial/Insurance
City: Bishops Stortford
County: Hertfordshire
Country: United Kingdom
Salary: £35000 – £40000/annum Comprehensive Benefits. Bonus
Benefits: Comprehensive Benefits. Bonus
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