{"id":9112,"date":"2024-03-19T12:00:04","date_gmt":"2024-03-19T12:00:04","guid":{"rendered":"https:\/\/coinsrev.com\/info\/ifa-administrator-3\/"},"modified":"2024-03-19T12:00:04","modified_gmt":"2024-03-19T12:00:04","slug":"ifa-administrator-3","status":"publish","type":"post","link":"https:\/\/coinsrev.com\/info\/ifa-administrator-3\/","title":{"rendered":"IFA Administrator"},"content":{"rendered":"<p><b>Employer:<\/b> ARC<br \/>\n<b>Salary:<\/b> \u00a325,000 &#8211; \u00a332,000 per annum<br \/>\n<b>Date Added:<\/b> 19\/03\/2024<\/p>\n<ul>\n<li><strong>Job Title\/Location:<\/strong> IFA Administrator, West Sussex<\/li>\n<li><strong>Salary:<\/strong> &#163;25,000 &#8211; &#163;32,000<\/li>\n<li><strong>Hybrid:<\/strong> Once through training &amp; settled, there is some WFH flexibility<\/li>\n<li><strong>Requirements:<\/strong> Previous IFA administration background, ideally with experience in using Intelligent Office and exposure to platforms such as AJBell, Fidelity, Aegon &amp; Transact<\/li>\n<li><strong>Role Snapshot: <\/strong>Extremely varied role, producing client portfolio valuations and quotations, process all new business and Letters of Authority, as well as ensuring compliance<\/li>\n<\/ul>\n<p><strong>The Company\/Team:<\/strong> Our client is a fully independent, long established wealth management business, well respected on the South Coast. The team this role forms a part of consists of 8 people.<\/p>\n<p><strong>The Role: <\/strong>This is a varied role assisting with back office administration, including pre-sales related requests for illustration, application forms and fact sheets. You will help to process new business applications and deal with existing  business-related enquiries. Your key responsibilities include: <\/p>\n<ul>\n<li>Producing client portfolio valuations from various investment providers<\/li>\n<li>Produce quotations, application forms &amp; fund fact sheets for Advisors prior to client meeting<\/li>\n<li>Process new business applications by submitting to providers &amp; updating client records<\/li>\n<li>Producing Letters of Authority for new clients to service policies<\/li>\n<li>Working on producing any Letters\/Forms required for switches, encashments etc.<\/li>\n<li>Ensuring compliance requirements are met on all new business cases<\/li>\n<li>Weekly chasing of all new business cases and existing business enquiries<\/li>\n<li>Greeting clients in Reception &amp; assisting with answering telephone enquiries<\/li>\n<\/ul>\n<p><strong>Skills\/Experience Required: <\/strong>For this IFA Administrator role you must have previous administration experience gained within an IFA\/Wealth management business. Experience with Intelligent Office would be very useful, as would previous exposure  to the platforms mentioned above. You should be numerate\/literate with good attention to detail and strong in the use of MS Excel, Word and Outlook.<\/p>\n<p><strong>Additional Information:<\/strong> The salary for the IFA Administrator role is up to &#163;32,000 and presents the chance to work with respected professionals who will support your studies if you wish to progress down that route.<\/p>\n<p><strong><em>The IFA Administrator position is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include  administration, compliance, business analysis, project\/programme management, product managers, paraplanners, marketing, underwriters and group risk\/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.<\/em><\/strong><\/p>\n<p><b>Application Deadline:<\/b> 30\/04\/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\/ifa-administrator\/52341064' target='_blank' rel=\"noopener\"> Apply Now <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Employer: ARC Salary: \u00a325,000 &#8211; \u00a332,000 per annum Date Added: 19\/03\/2024 Job Title\/Location: IFA Administrator, West Sussex Salary: &#163;25,000 &#8211; &#163;32,000 Hybrid: Once through training<\/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\/9112"}],"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=9112"}],"version-history":[{"count":0,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/posts\/9112\/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=9112"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/categories?post=9112"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/tags?post=9112"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}