IFA Administrator
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Job Location:
Monthly Salary:
Experience Required:
Posted on:
4 hours ago
Vacancies:
1 Vacancy
Job Summary
Bond Recruitment is delighted to be recruiting an experienced IFA Administrator on behalf of our client a well respected provider of Independent Financial Advice and Mortgages close to Lytham Lancashire.
You will be working in a small friendly administration team providing top quality administration support to the IFAs and their clients. You will be a strong team player but also able to work independently using your initiative. You must possess excellent organisational skills with the ability to work to tight deadlines and handle multiple tasks simultaneously. Being able to prioritise and manage your workload effectively is important as this is a very busy role.
The Role:
- Dealing with adhoc queries from Advisers/Clients/Providers
- Tasks to be recorded and maintained via back-office systems
- Maintenance of client files
- Postal activity (incoming/outgoing)
- New business processing (Online/Post)
- Loading relevant data on to back office
- Processing Letters of Authority
- Valuations
- Liaise with 3rd Party Providers & Paraplanners
- Preparing Client Meeting Packs
- Gather quotes / illustrations / Fact Sheets / Order Projections
- Booking Client Review Appointments & Managing IFAs diary
- Print & Bind Client Suitability Reports
- Administration of client investment funds constructing client portfolios
- Update IFA & Client of progress on New Business cases
- Maintenance of all client policy data & associated income expectancies
- Process Client Withdrawals as and when required
Requirements
Requirements:
Skills
- Good communication skills both oral and written
- Excellent administrative skills
- Accurate keyboard / data entry skills
- Excellent accuracy skills and attention to detail
- An excellent team player with an adaptable and flexible approach to work
- Ability to build and develop effective working relationships at all levels
Experience
- Experience within an administration role - Essential
- Financial services industry experience Ideal
- Experience of working within defined service standards policies and procedures
- Longevity and proven commitment within previous employment Essential
Knowledge
- Good knowledge of Microsoft Office
- A proven track record in delivering excellent client satisfaction
- A good knowledge and understanding of a wide range of financial products Ideal
- Basic knowledge of regulatory requirements Ideal
Required Skills:
Suitability Reports Financial Planning Pensions Investments
Company Industry
Internet Service Providers / Retail Appliances / Electrical and Electronic Equipment
Key Skills
- Hadoop
- Microsoft Windows Server
- Windows
- Apache
- Linux
- SAN
- Shell Scripting
- System Administration
- Administrative Experience
- Scripting
- Oracle
- Troubleshooting
