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Vision FS Recruitment
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Horsham, West Sussex
Senior IFA Administrator
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Job Type: Full-time |
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Salary: £30,000 per annum |
Overview
Position : Senior IFA Administrator Location: Horsham, West Sussex Minimum Requirements : 3 years IFA administration experience, staff management Salary/package : £30-£40,000 benefits YOUR NEW COMPANY A successful, well established IFA firm based near Horsham, West Sussex is keen to hire an experienced Senior IFA Administrator on a full time basis. The business, which has been running for almost 25 years, has assets under management of circa £80m across 2,000 clients. The firm is housed in superb offices which are open-planned and appealing to the eye. THE ROLE Reporting to a Chartered Financial Planner, the Senior IFA Administrator’s key duties will include: Processing LOA’s. Pre meeting preparation prior to client meeting. AML checks on all clients - obtaining evidence from clients and recording on back office system. Platform new business submission and all ongoing adviser/customer support for existing platform and non-platform business - SIPPS, GIA’s & ISA’s, PPP’s, Life cover including all trades and fund switching where applicable. Processing of withdrawals - general investments, PCLS and UFPLS. Producing valuations and meeting packs for annual and half yearly client financial reviews. Checking all new business is compliant pre and post submission - Pensions, Investments and Life cover arrangements. Checking and issuing annual review reports. Liaising with clients and providers . Maintaining client database - IntellifloIO. Inputting and reconciling fees. Managing/arranging diaries and client meetings for advisers. Experienced in all day to day aspects of usage of provider platforms - Standard Life Elevate, OMW, Novia, Amber, Aviva and ARC. Helping and mentoring junior staff. REQUIREMENTS To be considered for the Senior IFA Administrator role, you must have: At least 3 years IFA administration experience. Staff management experience. Excellent communication skills. Experience of Intelligent Office and Standard Life Elevate platform a bonus. REMUNERATION / PACKAGE The Senior IFA Administrator’s package: A competitive base salary of between £30-£40,000 Company pension Study support 25 days’ annual leave Various other benefits Next steps: If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV. Vision-FS Recruitment is a leading London City based Financial Services Recruitment business and cover the entire UK market. Vision-FS Recruitment was founded to specialise within the IFA/Wealth Management, Private Banking and Employee Benefits Recruitment.