IFA Administrator
Job Location:
Monthly Salary:
Experience Required:
Posted on:
17 days ago
Posted on:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Our client is a well respected national firm of independent financial advisers they are currently recruiting an IFA Administrator for their Rotherham offices.
The successful candidate will act as the point of contact for client queries with regards to pensions and investments as well as liaising with product providers and covering all aspects within the general office administration.
Specific Responsibilities:
The key duties of the role are listed below. Due to the nature of the business the role may also include additional responsibilities considered reasonable: -
Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day to day queries
Screening phone calls enquiries and requests and handling them where appropriate
Preparation of client review packs
Illustration requests
Back office support
Ensure that all financial planning client administration is carried out in accordance with the Firms procedures
Maintain client records on the company software and ensure the client and firms files are well presented accurate and compliant
Keep up to date with financial products and legislation
Comply with all company and industry guidelines rules and regulations
Requirements
Experience working in a Financial Advice firm is advantageous
The role requires a reliable individual who has the ability to manage and prioritise workloads
Role holders will be motivated friendly and professional at all times
Outstanding communication skills at all levels
Ability to produce business correspondence proof-read for grammar spelling and punctuation with a high degree of accuracy
Analytical and problem solving skills
Experience of working as part of a team
Flexibility/ adaptability to cope with change
Confident with IT and office software packages (Word Excel PowerPoint etc). Â
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.
