IFA Administrator
Location: Kent
Contract: Permanent
Rate: 27,000 - 35,000
Start date: Flexible
Job Description
Service Care Solutions is pleased to be recruiting on behalf of a well-established financial advisor based in Kent. They are seeking an experienced IFA Administrator to join their team on a permanent basis. In this role, you will be responsible for the administration and maintenance of client files, company records, and back-office systems, while ensuring compliance and accuracy through regular audits. This is an exciting opportunity to join a growing firm, where you'll play a key role in supporting their financial advisory services and contribute to the company's continued success.
Main Responsibilities
1. Client File Administration and Maintenance
o Ensure accurate management of client files, processing relevant documents, and updating portfolios.
2. Company Records Administration
o Oversee the maintenance of internal records, ensuring compliance and organization.
3. Development and Support of Back Office Systems
o Improve the use of the back-office system and collaborate with the system provider to resolve issues.
4. Fee and Commission Reconciliation
o Accurately handle the reconciliation of fees and commissions, resolving any discrepancies.
5. File Auditing
o Conduct regular audits of client and company files to ensure compliance and accuracy.
Candidate Requirements
1. IFA Admin Experience
o A minimum of 2 years' experience in IFA administration is essential.
2. High Computer Literacy
o Strong competency in working with computer systems and software.
3. Proficiency in Microsoft Office
o At least intermediate skills in internet usage, Word, Excel, and Outlook.
4. Problem-Solving Skills
o Ability to tackle challenges effectively and find solutions independently.
5. Experience with XPlan
o Desirable but not essential - Candidates with XPlan experience will have an advantage.
If you are interested in the role, please contact Miraj at Service Care Solutions on (phone number removed) or email (url removed).
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