IFA Administrator - Castle Wealth Ltd : Job Details

We are a well established IFA practice looking to recruit an experienced administrator to support our growing team. The role will be based from Ford End (Chelmsford) and would suit a full time requirement. Part-time options would also be considered.

Key Responsibilities

• Pre and post new business sales processing
• Back office administrative support
• Preparing client valuations & documentation for client meetings
• Client liaison
• Diary management
• Creating/issuing letters of authority and obtaining relevant policy information
• Obtaining illustrations from industry service providers
• Fund switching
• Back office system updates
• Assisting the Paraplanners with designated administration activities

The successful candidate must have occupied a similar role within the Financial Services industry, ideally with an IFA firm & be capable of handling a high workload. Experience in Intelligent Office, Assureweb and Financial Express would be an advantage, as would experience in dealing with the investment platforms.

Whilst some progress with professional qualifications would be welcomed, this is not essential. What is most important is being dedicated, having a willing, "can-do" attitude & a pleasant, team orientated personality.

This is a superb opportunity to join a friendly, forward thinking company, with excellent potential for long term career development, where the efforts & achievements of each member of staff makes a valued & tangible contribution to the overall success of the team.

Salary £24-£30K + Bonus, according to experience & qualifications.