Description

IFA Administrator Location: Colchester Contract: Permanent Salary: £30,000 - £34,000 per annum Start Date: Flexible Contact: (url removed) Job Description Service Care Solutions are currently recruiting on behalf of a well-established and highly regarded Independent Financial Advisory firm based in Colchester for an experienced IFA Administrator to their growing team. This is a fantastic opportunity to join a close, collaborative and hardworking office where everyone supports one another. The business prides itself on delivering high quality wealth management services and maintaining strong client relationships. You will be responsible for supporting advisers with the full end to end new business process, working across a wide range of financial products and services. This is a varied and fast paced role, ideal for someone who enjoys seeing tasks through from start to finish. Key Responsibilities
Processing new business applications for both new and existing clients
Managing pension and ISA transfers from initiation through to completion
Handling trust applications and inheritance tax planning cases
Processing tax wrapper switches and withdrawals
Setting up investment income and pension income
Managing Letters of Authority and annuity applications
Submitting applications and ensuring accurate completion across all systems
Tracking cases and providing updates through to completion
Liaising with providers and clients to resolve queries
Using Elevate as the core CRM/database system
Working across multiple client platforms including Aberdeen, Fidelity and Quilter
Processing fund withdrawals and coordinating payments to clientsCandidate Criteria
Minimum of 2 years’ experience within an IFA firm Strong background in new business processing across a variety of financial products
Experience handling cases from start to finish
Excellent attention to detail and organisational skills
Strong communication and relationship building abilities
A team player who thrives in a collaborative, friendly but hardworking environmentExtra Information
23 days holiday + bank holidays (increasing to 25 days after 5 years)
Office closure over Christmas (additional days give, not deducted from holiday allowance)
Death in Service policy
Income Protection (after qualifying period)
Workplace pension scheme
Friendly, close knit and supportive team environment
Parking costs covered/ space provided where availableIf you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed) Service Care Solutions also offers a referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive the bonus once their probationary period has been completed