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Financial Services

Guildford

27/04/2022

Type of Position: IFA Administrator
Pay: £25k-£34k

IFA Administrator

Our client is seeking an Administrator to join its team of leading Advisers and Paraplanners. The position presents an opportunity to join a dynamic company offering excellent benefits after satisfactory completion of probation period.

Job Description:

  • Performing all administration, including the more complex tasks for the administration of client portfolio and updating client data on Intelliflo Office system
  • Assisting Paraplanners and advisers on the preparation of suitability reports and consolidation of pensions
  • Dealing with benefit statements and life assurance, ensuring that work is completed in line with customer and legislation requirements
  • Alerting advisers of client reviews and performing complex manual benefits calculations and automated systems calculations
  • Keeping abreast of technical and legislative developments within the financial services industry
  • Office administrative duties including scanning and filing of incoming post, greeting clients, setting up meeting rooms and answering incoming calls

Benefits:

  • Company Pension Scheme
  • Healthcare
  • Death in Service cover
  • Generous annual leave allowance
  • Free on-site parking
     

Please email your CV to josie@artemisrecruitment.co.uk to register interest. 

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