IFA Administrator

The Company :

Our Client has amassed a considerable client base in the offshore market, supported by an Administrative team in the UK. They have created multiple strategic alliances with specialist financial service providers. They are one of the leading financial advisory firms in Europe, who specialise in working with the expatriate community throughout the EEA and beyond.

They pride themselves in offering exceptional after sales support and administration. Through building long-term, sustained relationships, they are then referred by their clients to potential new clients to offer independent financial advice. They have a vacancy for an experienced financial services administrator to join their team, working alongside financial advisers. The role will be based at their office in Surrey. There is scope for career progression to become a financial adviser.

The office is close to Farnham train station. There is also parking available.

Job description and responsibilities for the IFA Administrator :

• Aid the preparation of new business and servicing application forms
• Package and submit all new business cases to the UK Admin team for sign off
• Monitor and administer new business applications through to completion, once submitted to providers, to ensure the smooth and timely administration

Liaise with allocated advisers to ensure efficient processing of applications and outstanding requi...