IFA Administrator

Key Job Role

  • Submitting new client business as directed by your assigned adviser

  • Problem solving with scheme providers and client

  • Building relationships with 3rd party providers

  • Building relationships with clients

  • Chasing policy information on behalf of our clients and advisers

  • Working closely with our paraplanning team to assist with data analysis

  • Extracting key data from policy information and completing accurate data input

Our Ideal Candidate Will Have:

  • GCSE’s at C/5 or above including Maths and English

  • Computer Literate with proficiency in all Microsoft Packages

  • Proactive with a great attention to detail

  • Generalist administrative experience in a fast-paced business would be an advantage

Desirable Experience & Education

  • Educated to degree level

  • ​Previous experience working in an FCA regulated company

  • One or more Professional Qualifications (R0’s)