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Permanent

IFA Administrator

Borehamwood
money-bag 25000.00-25000.00 Annual
3157868929
Posted Today

Ready to take your IFA administration experience to the next level?Recruit UK is working with a well-respected Wealth Management firm in Hertfordshire, offering an excellent opportunity for an experienced IFA Administrator to join their growing team.As an IFA Administrator you will manage all aspects of financial services administration, including processing Letters of Authority (LOA), preparing client documentation, and liaising with providers and clients.Benefits:10% employer pension contribution, non-contributory, so you don''t have to pay in to receive itPension rises to 12.5% after 5 yearsPension rises to 15% after 10 years28 days annual leave + bank holidaysOption to buy another 5 days'' holidayAnnual discretionary bonus, depending on role, personal performance and company performancePrivate medical insurance, with the option to cover family and previous medical history disregarded26 weeks full-pay maternity, paternity and adoption leaveHybrid/flexible working, depending on the role2 paid days per year for community/volunteering workResponsibilities include:Process new business, client onboarding and ongoing administration. Liaise with product providers regarding investments, pensions and protection policies. Handle client enquiries professionally and provide excellent customer service. Prepare Annual Review and Fund Switch reports. Assist with new investment and pension cases, including regular contributions and lump sum investments. Skills and experience ..... full job details .....

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