{"id":814,"date":"2023-11-24T06:32:04","date_gmt":"2023-11-24T06:32:04","guid":{"rendered":"https:\/\/coinsrev.com\/info\/technical-ifa-administrator\/"},"modified":"2023-11-24T06:32:04","modified_gmt":"2023-11-24T06:32:04","slug":"technical-ifa-administrator","status":"publish","type":"post","link":"https:\/\/coinsrev.com\/info\/technical-ifa-administrator\/","title":{"rendered":"Technical IFA Administrator"},"content":{"rendered":"<p><b>Employer:<\/b> Cranleigh Personnel<br \/>\n<b>Salary:<\/b> \u00a325,000 &#8211; \u00a330,000 per annum<br \/>\n<b>Date Added:<\/b> 24\/11\/2023<\/p>\n<p><strong>Technical IFA Administrator<\/strong><\/p>\n<p><strong>Based Bradford on Avon<\/strong><br \/><strong>Salary &#163;25,000-&#163;30,000<\/strong><\/p>\n<p><strong>Are you a technical IFA Administrator who wants to progress your technical skills?<\/strong><\/p>\n<ul>\n<li>Do you feel frustrated in your current role as you are not having the mentoring\/training to reach your next step in your career?<\/li>\n<li>Or have you been promised exams or study support, and this hasn\u2019t materialised? Or is your salary now not reflecting your technical admin experience?<\/li>\n<li>Would you like to work for a company who are committed to career development and are looking to progress through the business<\/li>\n<\/ul>\n<p><strong>If so, we have the opportunity for you&#8230;..<\/strong><\/p>\n<p><strong>The company and role<\/strong><\/p>\n<p>Our client is looking for someone who has been working within a Technical IFA Administration role and who is looking to gain more technical experience.<\/p>\n<p>There are 14 staff within the company based in beautiful refurbished offices and they offer a structured career development and exam plan based around your goals.<\/p>\n<p><strong>Role Responsibilties:<\/strong><\/p>\n<ul>\n<li>Producing pre-sale product illustrations and charge summaries to support the Paraplanner<\/li>\n<li>Producing and preparing initial signup paperwork for new clients<\/li>\n<li>Processing new business cheques and transfers on the wrap platform in line with the advisor\u2019s recommendation, nursing this through to completion<\/li>\n<li>Processing buy, sell, switch and rebalance instructionsas required<\/li>\n<li>Processing client withdrawal and income requests<\/li>\n<li>Telephoning product providers with client queries or to obtain policy information<\/li>\n<li>Preparation of investment update reports for client meetings<\/li>\n<li>Ensuring all written correspondence to clients is accurate<\/li>\n<\/ul>\n<p>This is a fantastic opportunity for any IFA administrator who loves the more technical aspects of the role and who is comfortable with numbers and with superb attention to detail.<\/p>\n<p>So, if you are thinking you need a fresh start and to gain more technical experience and a route to through the business then please apply and then we can run through the role in more detail.<\/p>\n<p><b>Application Deadline:<\/b> 05\/01\/2024<br \/>\n<b>Contract Type:<\/b> Permanent<br \/>\n<b>Submitted Applications:<\/b> 0<\/p>\n<p><a class='btn btn-block btn-primary theme-btn-primary' style='text-align: center; text-decoration: none; margin: auto 0;width: 100%;' href='https:\/\/www.reed.co.uk\/jobs\/technical-ifa-administrator\/51686305' target='_blank' rel=\"noopener\"> Apply Now <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Employer: Cranleigh Personnel Salary: \u00a325,000 &#8211; \u00a330,000 per annum Date Added: 24\/11\/2023 Technical IFA Administrator Based Bradford on AvonSalary &#163;25,000-&#163;30,000 Are you a technical IFA<\/p>\n","protected":false},"author":1,"featured_media":597,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[29],"tags":[],"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/coinsrev.com\/info\/wp-content\/uploads\/2023\/09\/pexels-ruslan-burlaka-140945.jpg","_links":{"self":[{"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/posts\/814"}],"collection":[{"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/comments?post=814"}],"version-history":[{"count":0,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/posts\/814\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/media\/597"}],"wp:attachment":[{"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/media?parent=814"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/categories?post=814"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/tags?post=814"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}