IFA Administrator
Posted on Sep 26, 2024 by CV-Library
Ashford, Kent, United Kingdom
Accountancy
Immediate Start
£27k - £35k Annual
Full-Time
IFA Administrator
Location: Kent
Contract: Permanent
Rate: £27,000 - £35,000
Start date: Flexible
Contact: (url removed)
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
Client File Administration and Maintenance
Ensure accurate management of client files, processing relevant documents, and updating portfolios.
Company Records Administration
Oversee the maintenance of internal records, ensuring compliance and organization.
Development and Support of Back Office Systems
Improve the use of the back-office system and collaborate with the system provider to resolve issues.
Fee and Commission Reconciliation
Accurately handle the reconciliation of fees and commissions, resolving any discrepancies.
File Auditing
Conduct regular audits of client and company files to ensure compliance and accuracy.
Candidate Requirements
IFA Admin Experience
A minimum of 2 years' experience in IFA administration is essential.
High Computer Literacy
Strong competency in working with computer systems and software.
Proficiency in Microsoft Office
At least intermediate skills in internet usage, Word, Excel, and Outlook.
Problem-Solving Skills
Ability to tackle challenges effectively and find solutions independently.
Experience withXPlan
Desirable but not essential - Candidates with XPlan experience will have an advantage.
If you are interested in the role, or know of anyone who may be, please contact Miraj at Service Care Solutions on (phone number removed) or email
Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed
Location: Kent
Contract: Permanent
Rate: £27,000 - £35,000
Start date: Flexible
Contact: (url removed)
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
Client File Administration and Maintenance
Ensure accurate management of client files, processing relevant documents, and updating portfolios.
Company Records Administration
Oversee the maintenance of internal records, ensuring compliance and organization.
Development and Support of Back Office Systems
Improve the use of the back-office system and collaborate with the system provider to resolve issues.
Fee and Commission Reconciliation
Accurately handle the reconciliation of fees and commissions, resolving any discrepancies.
File Auditing
Conduct regular audits of client and company files to ensure compliance and accuracy.
Candidate Requirements
IFA Admin Experience
A minimum of 2 years' experience in IFA administration is essential.
High Computer Literacy
Strong competency in working with computer systems and software.
Proficiency in Microsoft Office
At least intermediate skills in internet usage, Word, Excel, and Outlook.
Problem-Solving Skills
Ability to tackle challenges effectively and find solutions independently.
Experience withXPlan
Desirable but not essential - Candidates with XPlan experience will have an advantage.
If you are interested in the role, or know of anyone who may be, please contact Miraj at Service Care Solutions on (phone number removed) or email
Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed
Reference: 222385316
https://jobs.careeraddict.com/post/95589133
IFA Administrator
Posted on Sep 26, 2024 by CV-Library
Ashford, Kent, United Kingdom
Accountancy
Immediate Start
£27k - £35k Annual
Full-Time
IFA Administrator
Location: Kent
Contract: Permanent
Rate: £27,000 - £35,000
Start date: Flexible
Contact: (url removed)
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
Client File Administration and Maintenance
Ensure accurate management of client files, processing relevant documents, and updating portfolios.
Company Records Administration
Oversee the maintenance of internal records, ensuring compliance and organization.
Development and Support of Back Office Systems
Improve the use of the back-office system and collaborate with the system provider to resolve issues.
Fee and Commission Reconciliation
Accurately handle the reconciliation of fees and commissions, resolving any discrepancies.
File Auditing
Conduct regular audits of client and company files to ensure compliance and accuracy.
Candidate Requirements
IFA Admin Experience
A minimum of 2 years' experience in IFA administration is essential.
High Computer Literacy
Strong competency in working with computer systems and software.
Proficiency in Microsoft Office
At least intermediate skills in internet usage, Word, Excel, and Outlook.
Problem-Solving Skills
Ability to tackle challenges effectively and find solutions independently.
Experience withXPlan
Desirable but not essential - Candidates with XPlan experience will have an advantage.
If you are interested in the role, or know of anyone who may be, please contact Miraj at Service Care Solutions on (phone number removed) or email
Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed
Location: Kent
Contract: Permanent
Rate: £27,000 - £35,000
Start date: Flexible
Contact: (url removed)
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
Client File Administration and Maintenance
Ensure accurate management of client files, processing relevant documents, and updating portfolios.
Company Records Administration
Oversee the maintenance of internal records, ensuring compliance and organization.
Development and Support of Back Office Systems
Improve the use of the back-office system and collaborate with the system provider to resolve issues.
Fee and Commission Reconciliation
Accurately handle the reconciliation of fees and commissions, resolving any discrepancies.
File Auditing
Conduct regular audits of client and company files to ensure compliance and accuracy.
Candidate Requirements
IFA Admin Experience
A minimum of 2 years' experience in IFA administration is essential.
High Computer Literacy
Strong competency in working with computer systems and software.
Proficiency in Microsoft Office
At least intermediate skills in internet usage, Word, Excel, and Outlook.
Problem-Solving Skills
Ability to tackle challenges effectively and find solutions independently.
Experience withXPlan
Desirable but not essential - Candidates with XPlan experience will have an advantage.
If you are interested in the role, or know of anyone who may be, please contact Miraj at Service Care Solutions on (phone number removed) or email
Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed
Reference: 222385316
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