IFA Administrator
IFA Administrator
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Salary Not Disclosed
1 Vacancy
Job Description
Salary Competitive dependant on experience
Hours - Monday to Friday 37.5 hours per week
Holiday 23 days annual leave (excluding bank holidays) increasing by one day per each year of service (up to a maximum of 5 days)
About the IFA Administrator role
We are TC Group the fastest-growing top 20 accountancy firm in the UK. Were business advisors and accountants with over 30 years of experience weve honed our skills and developed our service offering to deliver a much wider range of bespoke support and advice to ambitious business owners and their businesses.
We have an excellent career development opportunity for an experienced IFA Administrator in our Portsmouth office.
This is an ideal opportunity if you are keen to build upon your existing skills knowledge and experience within the IFA sector. We are able to provide career progression and development opportunities.
The role is based in Portsmouth however there may be requirement for you to travel to our other sites and / or client sites. It is therefore an essential requirement that you hold a current driving licence and have your own transport as some travelling will be involved.
Key responsibilities of an IFA Administrator will include:
- maintaining up to date client fact find information and client files
- processing new business applications including liaising with providers
- obtaining plan information from providers
- document management / scanning
- assisting advisers with research / preparation to ensure the smooth running of the day-to-day business
- preparing annual reviews for adviser client meetings
- general office duties including answering telephones preparing meeting packs for client appointments and reviews administrative support to the Director of Financial Planning.
About you
We are looking for candidates with the following skills and experience:
- GCSE (or equivalent) in Maths and English grade C or above
- at least 2 years experience working within an IFA environment or Wealth Management Practice
- good working knowledge of pensions and investments
- excellent IT Skills with knowledge of Microsoft Office with intermediate excel skills as a minimum
- experience using Intelligent Office client relationship management system would be advantageous
- highly personable with excellent organisational and communication skills
Full benefits available for the IFA Administrator
- pension scheme
- group life assurance 4 x salary
- opportunity to purchase additional holiday days
- quarterly functions and events
- access to our employee benefits portal cashback and vouchers on everyday purchases
- employee Assistance Programme
- employee Referral Bonus were always looking for talented individuals to join our team
- regular training and development - continuous development and support not only for your professional qualifications but also for your personal goals and aspirations
About us
TC Group is growing and changing at quite a pace! Were an ambitious group of people with the same aim to create a consistent high-quality experience for our clients. Like us our client list is growing were supporting more and more of the UKs ambitious business owners SMEs and large Corporations and its a real team effort. Were helping them make courageous decisions to grow their businesses.
We always seek the best talent looking for individuals who are technically brilliant solution-focused and continually strive to be the best in class. Each member of our team plays an integral part in creating the unique feel and culture of our business which in turn helps us continue to grow develop and evolve. We are an equal opportunity employer and welcome candidates from all backgrounds.
We can only accept applications from candidates who are based in the UK and unfortunately we are unable to provide Sponsorship.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
