Full job descriptionTitle: IFA Administrator
Location: Colchester
Salary: £30,000 - £33,500 (Dependent on experience)
Days/ Hours of work: Monday - Friday, 8:30am - 5:00pm


Benefits
*23 days holiday + bank holidays (increasing to 25 days after 5 years)
*Office closure over Christmas (additional days given, not deducted from holiday allowance, this is subject to company)
*Death in Service policy (after qualifying period)
*Income Protection (after qualifying period)
*Workplace pension scheme
*Friendly, close knit and supportive team environment
*Parking costs covered/ space provided where available


The company
A well established and highly regarded Independent Financial Advisory firm based in Colchester is looking to add an experienced IFA Administrator to their growing team.
This is a fantastic opportunity to join a close, collaborative and hardworking office where everyone supports one another. The business prides itself on delivering high quality wealth management services and maintaining strong client relationships. You will be responsible for supporting advisers with the full end to end new business process, working across a wide range of financial products and services. This is a varied and fast paced role, ideal for someone who enjoys seeing tasks through from start to finish.


Duties
*Processing new business applications for both new and existing clients
*Managing pension and ISA transfers from initiation through to completion
*Handling trust applications and inheritance tax planning cases
*Processing tax wrapper switches and withdrawals
*Setting up investment income and pension income
*Managing Letters of Authority and annuity applications
*Submitting applications and ensuring accurate completion across all systems
*Tracking cases and providing updates through to completion
*Liaising with providers and clients to resolve queries
*Using intelliflo as the core CRM/database system
*Working across multiple client platforms including Aberdeen, Fidelity, Elevate and Quilter
*Processing fund withdrawals and coordinating payments to clients


The ideal candidate
*Minimum of 2 years’ experience within an IFA firm (essential)
*Strong background in new business processing across a variety of financial products
*Experience handling cases from start to finish
*Excellent attention to detail and organisational skills
*Strong communication and relationship building abilities
*A team player who thrives in a collaborative, friendly but hardworking environment
Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone’s chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.
By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.