IFA Administrator

Our client is seeking an Administrator to join its team of leading Advisers and Paraplanners. The position presents an opportunity to join a dynamic company offering excellent benefits after satisfactory completion of probation period.

Job Description:

• Provide a high-quality service to clients and make sure that client queries are dealt with in a timely, professional, and friendly manner
• Manage workflow using an Intelliflo task system
• Process and submit New Business (Pension / Investments / Life), ensuring compliance checklists are complete.
• Process top ups, fund switches and withdrawals
• Check and complete investment transactions
• Manage and finalise client documentation
• Process LOAs and input the policy information
• Assist with preparation of templated letters
• Liaise with providers and other 3rd parties, to obtain any information that may be needed
• Obtain information and prepare Annual Reviews
• Ensure back-office system is up to date
• Keep up to date with FCA regulations and internal policies and procedures
• Support and work closely with team members
• Welcome clients, and cover reception and post where necessary

Skills/Experience:

• Previous experience within a financial advisory organisation.
• Professional communication manner, both written and verbally
• Proactive manner
• Investment and pension knowledge is desired but not essential.
• Any Financial Services qualifications are desired but not essential.

This will be an office-based position in Guildford.

Please submit a copy of your CV to Josie at Artemis Recruitment.