IFA Administrator - High Wycombe
We are currently recruiting for a boutique Wealth Management firm in High Wycombe who are looking to recruit an IFA Administrator
IFA ADMINISTRATOR
High Wycombe
Life Insurance / Company pension / On Site Parking
They are looking for an experienced administrator to join our team in High Wycombe.
The ideal candidate must be organised, forward thinking and enjoy a challenge - aswell as having excellent attention to detail, good IT skills and a self-motivated enthusiasm to develop and learn.
You will have the ability to work autonomously where appropriate and also be a team player. A key characteristic is a positive "can-do" attitude and the capability to deliver desired results successfully.
EXPERIENCE AND QUALIFICATIONS
- Experience working in Financial Services and/or one or more IFA firms.
- A working knowledge of Intelligent Office (IO) software essential.
MAIN TASKS
- Take responsibility for the smooth processing and tracking of administrative actions.
- Ensure commission/Adviser Charging expectations are input correctly on systems
- Prepare and process new business submissions, confidently using different investment platforms and monitoring through to completion
- Issue Letters of Authority and complete ID checks as required
- Prepare and issue client annual review packs
- Use full range of available software, including but not limited to Microsoft Office, Intelligent Office, Papercloud and other provider platforms
- Respond to client enquiries in a timely manner
- Keep up to date with changes that affect your role and adapt processes and procedures accordingly
- Interact and work closely with the rest of the support team to ensure a consistent approach
- Daily general administrative activities such as dealing with the post.
- Liaise with Clients and IFAs
Required skills
- Financial Planning
- Financial Services
- Investment Management
- Wealth Management
Reference: 52640394
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
Report this jobNot quite what you are looking for? Try these similar searches
Replace a job alert
Replace a job alert
Get Job Alerts straight to your inbox
"Office Assistant jobs in London"
Your Job Alert has been created and your search saved.
'Saved search name'