Salary for ifa administrator

Average salary

2100 £

Basic salary	1500 £
Maximum Wage	2500 £

1500 £
Lowest

2000 £
Average

2500 £
Highest

ifa administrator - How much money do you make working at this position?

The average salary for the ifa administrator position is 2100 £

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FUSION CONSULTING Based on 2 job offers	2708 £
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JANE DEANE RECRUITMENT Based on 13 job offers	2500 £
RECRUITMENT CIRCLE	2500 £
ENABLE SALES RECRUITMENT Based on 3 job offers	2500 £
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IN2 PLANNING	2400 £
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FINANCIAL CAREERS Based on 3 job offers	2361 £

Salary in companies

FUSION CONSULTING	2708 £	1500 £ 2708 £
PLACING FACES	2625 £	1500 £ 2708 £
JANE DEANE RECRUITMENT	2500 £	1500 £ 2708 £
RECRUITMENT CIRCLE	2500 £	1500 £ 2708 £
ENABLE SALES RECRUITMENT	2500 £	1500 £ 2708 £
KAMRO	2500 £	1500 £ 2708 £
SPECIALIST RECRUITMENT	2433 £	1500 £ 2708 £
IN2 PLANNING	2400 £	1500 £ 2708 £
RECRUIT UK	2375 £	1500 £ 2708 £
FINANCIAL CAREERS	2361 £	1500 £ 2708 £

Comment on the job position of ifa administrator

Requirements

at least 2 years’ experience as an administrator or a similar role in an IFA/wealth management firm
at least 2 years’ experience as an administrator in an IFA/wealth management firm
experience as an administrator in an IFA/wealth management firm, or in a similar role in Financial Services
confidence when liaising with clients and producing documentation
strong communication and IT skills
ideally holding or working towards R0 qualifications
IFA Administrator: 1 year
IFA Administration: 1 year
excellent interpersonal and communication skills
ideally, you have completed or are working towards the Diploma in Financial Planning; equivalent experience will also be considered
strong organizational skills and meticulous attention to detail
proven experience in administrative and report-writing tasks within a financial environment
pension
employee benefits
platform
group risk
excellent communication skills, both verbal and written
excellent numeracy and IT skills
the ability to work under your own initiative with strong organisation skills
the ability to work under pressure, prioritising your own workload

Responsibility

reporting directly to the Head of Financial, you will be required to assist the lead consultant and other advisers
adding new client data onto back-office system
sending Letters of Authority and regularly following up with the providers
liaising with clients and providers where appropriate
processing fund switches and withdrawals
booking in client calls, fact find meetings and sending relevant documents
adding and updating new business and fees onto back-office system
dealing with telephone and postal queries
this is an excellent opportunity for someone with previous IFA experience to join a supportive and collaborative team where their training and future development will be made a priority
processing new business, which includes anti money laundering checks and follow through to completion of the application process either paper or electronic
IFA practice based in Chorley require an additional IFA Administrator
previous financial services administration experience is required
assisting the Operations Manager, advisers and others as required in the development of relationships with existing and new clients
managing a bank of consultants and their clients providing first class customer service and excellent administrative support
dealing with routine correspondence including contact with clients, their advisers and product providers both by postal correspondence, e-mail and telephone
daily contact for nominated adviser , updating and liaising to conclude work related tasks
transacting all business efficiently and within the deadlines to the standards set by the company
prepare client packs, brochures, applications and anything required for a client meeting
duties include processing new business, proactive on going client management, servicing existing business, platform based work, obtaining illustrations and regular contact with clients and providers
ensure all business is processed to meet the month end and year end deadlines

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