IFA Administrator

IFA Administrator\n Location: Colchester\n Contract: Permanent\n Salary: £30,000 - £34,000 per annum \n Start Date: Flexible\n Contact: (url removed)\n \n Job Description\n 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.\n\nThis 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.\n\nYou 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.\n \n Key Responsibilities\nProcessing new business applications for both new and existing clients\nManaging pension and ISA transfers from initiation through to completion\nHandling trust applications and inheritance tax planning cases\nProcessing tax wrapper switches and withdrawals\nSetting up investment income and pension income\nManaging Letters of Authority and annuity applications\nSubmitting applications and ensuring accurate completion across all systems\nTracking cases and providing updates through to completion\nLiaising with providers and clients to resolve queries\nUsing Elevate as the core CRM/database system\nWorking across multiple client platforms including Aberdeen, Fidelity and Quilter\nProcessing fund withdrawals and coordinating payments to clientsCandidate Criteria\nMinimum of 2 years’ experience within an IFA firm  \nStrong background in new business processing across a variety of financial products\nExperience handling cases from start to finish\nExcellent attention to detail and organisational skills\nStrong communication and relationship building abilities\nA team player who thrives in a collaborative, friendly but hardworking environmentExtra Information\n23 days holiday + bank holidays (increasing to 25 days after 5 years)\nOffice closure over Christmas (additional days give, not deducted from holiday allowance)\nDeath in Service policy\nIncome Protection (after qualifying period)\nWorkplace pension scheme\nFriendly, close knit and supportive team environment\nParking costs covered/ space provided where availableIf 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)\n 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