IFA Support Administrator

Extremely successful, forward thinking firm of Independent Financial Advisors is looking for an ambitious and motivated Employee Benefits/IFA Support Administrator to join the team.

Duties Include:

• Dealing with all aspects of Employee Benefits administration to include new and existing corporate clients.
• Provide an effective and efficient administration service to Corporate Consultants and their clients.
• Research competitive prices and terms from a varied range of insurance and pension providers for Group Benefit products for prospective and current clients.
• Communicate details of research to sales force and clients.
• Prepare documentation and assist new employers with setting up the new schemes both on and off site.
• Record keeping, obtaining scheme particulars, checking the accuracy and completeness of data received, checking for outstanding contributions and on-going administration support.
• Liaising with colleagues, clients, providers, regulators, trustees and other internal and external parties as required.
• Tracking new business and corporate pipeline applications.
• Adhering to and understanding compliance and ensuring that all relevant paperwork is in place. 

Skills required:

• A broad knowledge of the Group benefits market and all associated group pension and risk benefits administration procedures (Essential).
• Minimum of 1 year working within a Corporate /employee benefits environment in an IFA, employee benefit consultancy or insurance company (Ideally).
• Competent using 1^st and Intelligent Office software
• Excellent organization and administration skills
• Currently hold or working towards CF qualifications or Certificate of Financial Administration or ability to demonstrate knowledge to a similar level
• Able to communicate on all levels
• Committed approach to professional development
• Committed approach to work
• Highly organised and focused on attention to detail
• Good interpersonal skills, team player and supportive of others
• Professional attitude and experience in client relationships
• Ability to take ownership of client queries and deliver on promises

Additional Information:

• Based in Weybridge
• Salary Indicator: £23-26,000
• Monday – Friday, 9am-5.30
• Additional Benefits