IFA Administrator

Kingswood Group are pleased to be assisting a financial services firm with the recruitment of an IFA Administrator to be based in their Ipswich office. 

With ideally a previous background working within a similar industry, the role will support a team of Independent Financial Advisor and Paraplanners. 

Duties will include;

• Take all client requests and manage professionally ensuring positive experience
• Arranging client meetings 
• Collate and manage information, preparing documents for meetings 
• Updating and liaising between clients and colleagues
• Retrieving new and historic information about individual clients
• Ensuring records are up to date of written or electronic communication with colleagues, clients and third parties
• Carrying out duties in accordance with the rules and regulations set out by the Financial Conduct Authority
• Manage LOA end to end process 
• Working to deadlines

Skills required:

• Prior experience of working within a similar role 
• Understanding the advice process
• A strong work ethic and flexible attitude 
• Excellent organisation skills 
• Knowledge of industry specific software 
• Microsoft Word, Excel and Outlook knowledge 
• Ability to prioritise work and manage own workload efficiently
• Attention to detail

Benefits offered: 

• 22 days holiday + BH 
• Healthcare - cashplan
• Pension
• Discount vouchers 
• Free parking 
• Flexible working - up to 2 days a week after probation 

With working from home 2 days a week after probation, this is an exciting opportunity for an individual to join a passionate and professional team.