IFA Administrator
Updated: June 04, 2024 09:30 PM GMT
Vision-FS Recruitment
HorshamFinancial Services | IFA Administrator
Location: Horsham, West Sussex
Salary/Package: Up to £32,000 + annual bonus + 25 days' annual leave + healthcare + pension (5%, 5%) + study support + DIS + various other benefits
YOUR NEW COMPANY
Our client is a successful, award-winning UK-wide IFA network with head quarters based in West Sussex. The company has significant plans to grow over the next 12 months and has an urgent requirement for an IFA Administrator to join its rapidly-expanding Administration team in Horsham. The position allows for hybrid working, with up to 2 days' per week working from home.
THE ROLE
Reporting to the firm’s Operations Manager, the IFA Administrator's key duties will include:
• All advisers supply a full compliant file to the administration team before processing any new business
• All clients must be entered onto the back office system
• Submit pension and investments to providers on line (via providers website) or by post
• Chase providers on the... More Detail
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