IFA Administrator – Portsmouth

We have an exciting new opportunity for an IFA Administrator in our growing Financial Planning team in the Portsmouth office.  Key responsibilities are:

  • maintaining up to date client fact find information and client files
  • processing new business applications including liaising with providers
  • obtaining plan information from providers
  • document management / scanning
  • assisting advisers with research / preparation to ensure the smooth running of the day-to-day business
  • preparing annual reviews for adviser client meetings
  • general office duties, including answering telephones, preparing meeting packs for client appointments and reviews, administrative support to the Wealth Management Director

This is an ideal opportunity if you are keen to build upon your existing skills, knowledge and experience within the IFA sector.  The role is based in our Portsmouth office, however there may be requirement for you to travel to our other sites and / or client sites.  It is therefore an essential requirement that you hold a current driving licence and have your own transport as some travelling will be involved.

Knowledge & Experience:

  • GCSE (or equivalent) in Maths and English, grade C or above
  • at least 1 years’ experience working within an IFA environment or Wealth Management Practice
  • good working knowledge of pensions and investments
  • excellent knowledge of Microsoft Office with intermediate excel skills as a minimum
  • excellent IT skills
  • highly personable with excellent organisational and communication skills

Package:

  • salary £20,000 to £25,000 dependent on level of experience and qualification
  • 23 days annual leave (excl BH) – increasing by one day per year after one full year’s service up to a maximum of 28 days
  • access to our corporate reward scheme
  • free parking on site

Apply for this role