Job Description:

IFA Administrator
Location: Colchester
Contract: Permanent
Salary: £30,000 - £34,000 per annum
Start Date: Flexible
Contact: (url removed)

Job Description
Service Care Solutions are currently recruiting on behalf of a well-established and highly regarded Independent Financial Advisory firm based in Colchester for 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.

Key Responsibilities

• 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 Elevate as the core CRM/database system
• Working across multiple client platforms including Aberdeen, Fidelity and Quilter
• Processing fund withdrawals and coordinating payments to clients

Candidate Criteria

• Minimum of 2 years’ experience within an IFA firm  
• 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

Extra Information

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

If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed)
Service Care Solutions also offers a referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive the bonus once their probationary period has been completed.