We are currently looking for 𝐈𝐅𝐀 𝐀𝐝𝐦𝐢𝐧𝐢𝐬𝐭𝐫𝐚𝐭𝐨𝐫𝐬 to join our team at our Henley in Arden office.
The role will involve working in collaboration with Financial Advisers and other colleagues to process new and existing business, whilst also providing full administrative support in accordance with our administrative processes. This can include, but is not limited to, Client Reviews, processing of new business, preparation of Compliance/Provider Documentation, Fund Switches, Plan Withdrawals, obtaining fund values from providers and answering client queries.
The role is office based, 9am -5pm Monday to Thursday (one hour lunch) and Friday 8.30 to 4pm (30 minutes lunch).
𝐎𝐮𝐫 𝐢𝐝𝐞𝐚𝐥 𝐜𝐚𝐧𝐝𝐢𝐝𝐚𝐭𝐞 𝐰𝐢𝐥𝐥 𝐡𝐚𝐯𝐞
• 2-3 years experience working alongside an Adviser within an IFA
• Have processed LOA’s, Withdrawals, pension/ISA contributions
• Completed client reviews
• IO experience
• Experience using Abrdn, Quilter, Aviva, Transact and AJ Bell platforms
𝐖𝐞 𝐚𝐫𝐞 𝐨𝐟𝐟𝐞𝐫𝐢𝐧𝐠
• A competitive salary
• 5% Employer pension contributions
• Death in Service Scheme
• 22 days annual leave, plus bank holidays – In addition, the office is also closed between Christmas and New year
• WPA – Medical cash back scheme
If you would like to find out more about the role and apply, please email a.byrne@mpafm.co.uk.
We look forward to hearing from you!
