IFA Administrator

Admin & Clerical
£14 Per Hour
Remote Working
Bishop's Stortford
Contract Type:
Part time

Job Title:  IFA Administrator (Part time)
Location:  Bishop’s Stortford (Hybrid)
Salary:  £14 per hour                     
Term:  Permanent    
Hours: 3 days per week (school hours)
RecruitAbility is looking for an experienced IFA Administrator to join their small, but well established Financial Planning company. If you have IFA administrator experience and you’re looking for a part time, remote role, I would love to hear from you. Whilst you will mostly be working remotely, you are required to travel to the Bishop's Stortford Office to collect post as needed. 
The Role of IFA Administrator:

  • Liaising with product providers, clients, and client representatives as and when required.
  • Assisting advisers in the creation of client financial reports and letters.
  • To produce accurate Annual Review Packs for Financial Advisers and process associated tasks.

Assist Paraplanners with:

  • Basic advice events, such as fund switches and investment withdrawals / contributions.
  • Processing applications when required.
  • Type letters and draft routine correspondence.
  • General office administration including collecting post, scanning and distributing
  • Arranging Advisers Diary for client meetings / updating Client Servicing Register
  • Knowledge of Income Reconciliation ideal

To be considered for the role of IFA Administrator:

  • Familiar with Word and Excel
  • Familiar with Quilter and Transact platforms.
  • Good team player
  • Good Written and Commination skills
  • Highly Organised – ability to work from home
  • Previous IFA Administrator experience
  • Able to exercise initiative.
  • Strong communication skills and ability to build rapport.
  • A natural ability with numbers, and a basic understanding of investments & Pensions.
  • Must have good attention to detail when working with client files.
  • You must be able to drive and live locally to Bishop’s Stortford

The Package for IFA Administrator:

  • Salary:  £14 per hour 
  • Hours:  3 days per week (school hours).
  • Remote working
  • Pension
  • 20 days holiday (excluding bank holidays) (pro rata)

Please apply on line quoting reference 372639 or call Adrienne for more information on 01279 758855.

This vacancy is being advertised by RecruitAbility Ltd.  The services advertised by RecruitAbility Ltd are those of an Employment Agency.