IFA Administrator
Job Location:
Monthly Salary:
Experience Required:
Posted on:
Vacancies:
Job Summary
Our client is a long-established Chartered Independent Financial Advisory practice based in Chester with over 40 years of experience. Their focus is on delivering thoughtful ethical financial planning with the clients best interests at the core of everything they do. They are currenty revcruiting an experienced IFA Administartor to join their busy team.
Main Duties:
- Liaising with and supporting the advisers and paraplanners
- Administering new business for investments pensions and protection
- Updating systems preparing valuations and annual review documentation
- Communicating with existing and prospective clients and providers by phone email and post
- Logging cheques and policy documents
- Answering the telephone
- Processing new business applications
- Chasing outstanding items
- Dealing with client queries
- Up-dating and producing client valuations
- Preparing client files for meetings
- Researching performance of investment funds
- Typing letters and reports
- Photocopying
- Obtaining quotes and documentation e.g. key features documents filling in application forms and maintaining orderly files
- This list is not exhaustive and personnel may be asked to undertake any other reasonable task at the discretion of the management
Experience:
- knowledge of the financial advice industry
- experience of Wrap Platforms is highly advantageous
- knowledge of Xplan and FE Analytics is desirable
- Good written and oral communication skills
- Excellent organisational skills
- Knowledge of Microsoft Office
- Good audio/touch typing skills
- Ability to work to deadlines
- Ability to work under pressure
- Teamwork and co-operation
- Integrity
- Confidentiality
- Flexibility
Soft Skills:
- Smart enthusiastic hardworking and good at multitasking
- high standards attention to detail be able to use your own initiative and be a relaxed team player
Benefits:
- 21 days holiday entitlement plus bank holidays increasing by 1 day per year up to 26 days
- Company pension
- Annual discretionary bonus
- Cycle to Work scheme
- Cestrian encourages and supports undertaking CII examinations and other professional development
Required Skills:
About you You will be an ambitious and focused individual with a passion for financial services and you will view this as a long-term career. Professionally you will have a record of achievement that you are proud of and that demonstrates your commitment to providing high-quality advice and service to clients. You will have exceptional relationship management skills and you will be a technically strong Chartered qualified Adviser.
