Full job descriptionRecruit UK is supporting a fast-growing financial advice firm in Farnborough in their search for an IFA Administrator. You’ll work supporting a team of Financial Advisers, providing administrative, client service and technical support across a varied range of client cases.


This role suits an experienced IFA administrator looking to further their career within financial planning.


Responsibilities Include:
*Send Letters of Authority and liaise with providers to gather and evaluate policy, investment and pension information
*Research products and funds using Select A Pension and FE Analytics
*Prepare pre-sale and post-sale paperwork and process new business through to submission
*Maintain an accurate record of pipeline and submitted business
*Book and manage client annual reviews
*Monitor and reconcile trail fees, and invoice clients for initial and ongoing fees


Benefits:
*Salary up to £36,000 (DoE)
*Hybrid working
*25 days annual leave plus birthday off
*Pension scheme
*Death in Service
*Excellent development & progression opportunities


We’re looking for:
*1+ years’ experience in a financial services administration role (Required)
*Responsible, self-motivated and well organised
*Experience processing new business for financial advisers


If you’re an IFA administrator looking to further your career within financial planning, apply today!