IFA Support Administrator

IFA Support Administrator / Brighton and Hove / £25,000 to £30,000 Per Annum, Depending on Experience

Roxboro are a Hove based wealth manager with big ideas and a desire to grow. We are looking for a bright and motivated IFA Support Administrator to help us achieve our plans.

Our clients look to us for help in managing their pensions and other investments; you will help the advisers and other team members to deliver a first-class service. You will help to onboard new investors and look after our current clientele in a compliant and helpful manner. The successful applicant will be self-reliant and enthusiastic with a desire to progress and learn. We need someone who can take responsibility for resolving issues quickly using their own initiative.

We want you to grow and progress in the practice and we will support you in becoming more knowledgeable and better qualified with appropriate qualifications. We are expanding and there is a possible route to advising for the right person. We will train you fully, but you must already have experience working within a financial advice or life and pension provider. The successful candidate will already have a good technical grounding in pensions and investment.  We are a tight team, and you must be keen, organised and able to manage a varied workload. Communication is all important and you must be confident talking to clients and companies.

This would be an ideal position for someone with previous experience working for a life/pension provider or financial adviser.

What’s in it for me?

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• Salary of between £25,000 and £30,000 per annum depending on experience
• Office based role, 35 hours per week, 9:00 am to 5:00 pm with a one-hour non-paid lunch break.
• Pay is negotiable and a discretionary bonus may also be payable.
• We are busy and there may be paid overtime.
• It’s not all grind though and we have staff social events.
• We offer life cover and a pension that is more generous than auto-enrolment requirements.

Key responsibilities for the IFA Support Administrator:

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• Liaising with clients and providers by phone, via our secure platform or by email and letter.
• Telephone answering, message taking, and diary and task management.
• Diligent use of our back-office system to record client details, tasks, plans etc.
• Liaising with product providers to obtain and chase information.
• Process new business applications, both paper-based and online, then chasing cases through to completion.
• Researching fund performance.
• Processing attitude to risk questionnaires and preparation of illustrations and key features.
• Providing protection and annuity rate comparisons and producing client reports from various sources.
• Administering fund switches and portfolio rebalances, and fee and commission reconciliation.
• General office duties to include scanning, filing, photocopying and preparing meeting rooms.
• Administrative and PA duties, attending company meetings and completing in house training as required.
• Producing mailshots. Mailchimp experience would be helpful.

Candidate requirements:

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• Minimum of 3 years industry experience.
• GCSE in Maths and English of C or above.
• Proficient administrator, organised with good communication skills, be able to work happily within a team and under their own initiative, occasionally under pressure.
• Conscientious and detail orientated.
• Organisational skills with the ability to prioritise workloads. Able to use initiative and look for solutions.
• PC literate with the ability to use Word and Excel, to a good standard.
• Fluent in written and spoken English with good telephone manner, friendly, approachable and personable.

Nice to have!

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• Qualifications in financial services (eg from CII or IFP).
• Use of Intelligent Office and familiarity with Aviva/Quilter platforms.
• Experience of Assureweb and The Exchange.
• Experience of CRM systems, Powerpoint and Outlook.
• Knowledge of PC issues and problem-solving including issues with printers, network connections, reinstalling Windows etc.
• Experience of group pension, death in service and income protection administration.
• Interest in investments and the markets.

What’s Next?
If you have desire and skills required to take on this IFA Support Administrator position, APPLY NOW for immediate consideration.