ARCC CONSULTING LIMITED
Senior IFA Administrator
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Job Title/Location: Senior IFA Administrator, Guildford
Salary: To £42,000 + benefits
Office/WFH: Fully office based
Requirements: Previous IFA administration experience
Role Snapshot
A varied role focusing most of your time on IFA Admin, but also 20% paraplanning involvement and 20% quality checking on 4 IFA Admin staff.
The Company/Team
This expanding IFA business is in the process of adding to their Support Team at the same time as introducing a new Paraplanning Team with the potential for this role to go down the Paraplanner route or admin team management.
This role, within an established IFA business, is open purely due to business growth and will see you add to the 4 IFA Administrators currently in this office of 15 with additional AR’s elsewhere.
The Role
This Senior IFA Administrator role helps to support several Advisors as well as a Paraplanner, with other Paraplanners planned to add to that team in coming months. Key responsibilities include:
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- A point of contact for clients on behalf of the Financial Planners.
- Processing all business in line with processes/procedures, collating AML documentation.
- Prepare documentation, valuations, and reports for client meetings.
- Process account applications, transfers, and new business submissions and service existing business which could include policy changes, fund switches, and withdrawals.
- Liaise with product providers and third parties to obtain information and manage client requests.
- Draft detailed and robust suitability reports using provided tools, across a range of advice areas.
- Ensure all compliance, internal documents, and provider paperwork are completed accurately.
- Collaborate with the Advisers to discuss client objectives, gathering information required to prepare suitability reports.
- Periodically check work being completed through regular and spot checks on admin staff.
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Skills / Experience Required
For this Senior IFA Administrator opening, you must have previous IFA administration experience. A good understanding of MS Office is helpful, as would any previous exposure to Intelligent Office, but that is not essential. Really keen to find people with a ‘can do’ attitude, a team player, good attention to detail, and you should also be a car driver.
Additional Information
The salary for the Senior IFA Administrator post is to £42,000 + benefits and the chance to develop towards a Paraplanner role or indeed admin team management. Please apply below.
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