Ifa Administrator - Reed : Job Details

Hybrid Pensions & Investments Administrator

Up to £32k

Horsham

Join a leading UK financial advice network as a Pension & Investment Administrator. We are dedicated to delivering high-quality support, ensuring compliance with regulatory requirements, and promoting the best interest outcomes for our clients.

Day-to-day of the role:

• Promote and ensure adherence to the policy of delivering Client Best Interest outcomes.
• Maintain compliance with the suite of policy and procedures, including the Conflict-of-Interest Policy and Inducement and Incentive policy.
• Take responsibility for personal performance and identify areas for development.
• Support the team to ensure that all advisers provide a fully compliant file to the administration team before processing any new business.
• Enter all clients onto the back office system and submit pension and investments to providers online or by post.
• Chase providers on the progress of business effectively and update clients on the progress of their workflow.
• Prioritise workload to meet deadlines and chase client authorities with insurance companies.
• Ensure all documents on client files are scanned to INVU or Intelligent Office and issue necessary documents to clients.
• Produce ongoing service reports for adviser’s client meetings with all supporting documentation in a timely manner.

Benefits:

• Salary - £28k - £32k
• Holiday Entitlement: Starting at 23 days, accruing to 25 days.
• Christmas Extra Holiday: Option to work an extra day over the Christmas period
• Extra Holiday Purchase: Option to purchase up to five additional days' holiday post-probation.
• Health and Wellbeing: Reimbursement for eye tests and contributions towards glasses for VDU use, Employee Health Insurance post-probation, and access to a 24/7 Employee Assistance Programme.
• Financial Benefits: Death in Service cover, discretionary annual bonus, annual salary reviews, and support for professional studies.
• Lifestyle Benefits: Free parking, cycle-to-work scheme, free hot drinks, annual social events, and more.
• Recognition Programs: Long Service Award, Network Introductions bonus, Cost Saving Initiative bonus, and 'Staff get Staff' referral bonus.

To apply for this role, please apply below or contact directly