IFA New Business Administrator

IFA New Business Administrator Location: Colchester, EssexSalary: 30,000 - 33,500 Days/ Hours of work: Monday - Friday, 8:30am - 5:00pmBenefits23 days holiday + bank holidays (increasing to 25 days after 5 years)Office closure over ChristmasDeath in Service policy Income Protection Workplace pension schemeFriendly, close knit and supportive team environmentParking costs covered/ space provided where availableA well established and highly regarded Independent Financial Advisory firm based in Colchester is looking to add an experienced IFA Administrator to their growing team.This is a fantastic opportunity to join a close, collaborative and hardworking office where everyone supports one another. The business prides itself on delivering high quality wealth management services and maintaining strong client relationships. You will be responsible for supporting advisers with the full end to end new business process, working across a wide range of financial products and services. This is a varied and fast paced role, ideal for someone who enjoys seeing tasks through from start to finish.DutiesProcessing new business applications for both new and existing clientsManaging pension and ISA transfers from initiation through to completionHandling trust applications and inheritance tax planning casesProcessing tax wrapper switches and withdrawalsSetting up investment income and pension incomeManaging Letters of Authority and annuity applicationsSubmitting applications and ensuring ..... full job details .....