IFA Administrator

Working for a well known and highly respected financial services company you will provide exceptional administrative support for clients and financial advisers.

The position of IFA Administrator would suit a highly professional individual demonstrating strong attention to detail who is comfortable working in an environment where priorities and tasks can change within a day to ensure we meet the time critical needs of our clients.

The financial services company is committed to the development of their employees. For a candidate who displays exceptional qualities we they can offer supported progression to senior administrator, paraplanner and / or financial adviser.

IFA AdministratorPrincipal Accountabilities:

This role will include, but not be limited to:

• Delivering the highest possible level of client service, consistent with developing and maintaining outstanding relationships
• Preparing documentation packs for Advisers ahead of client reviews and new client meetings
• Processing letters of authority and subsequent information requests
• Keeping client records updated at all times, updating client plan data and scanning any policy details or correspondence to client files
• Extracting information from platforms on portfolios and fund/plan performance
• Preparation of correspondence including letters and emails
• Assisting with both incoming and outgoing post
• Assisting with the maintaining of supplies for the office, eg. Stationary and branded documentation
• Ensure that financial transactions are completed correctly, and files are fully FCA compliant
• Assist with the arrangement of client meetings when required
• Sharing responsibility of answering inbound calls and greeting visitors
• Calling clients to provide timely updates on the status of their cases
• Project work and other ad hoc tasks

Skills, knowledge, and experience:

• Polite, courteous and professional in conduct
• Excellent telephone manner
• Ability to compose well written client emails and letters using accurate grammar
• Educated to A Level or work experience demonstrating skills in end-to-end technical processing
• Experience in Financial Services and/or a client servicing role would be advantageous
• A good base knowledge of IT systems including MS Office applications
• An ability to pick up technical product knowledge and technical systems quickly essential
• Intelliflo experience would be useful but not essential
• Good attention to detail
• Strong organisational skills and ability to work independently
• Energy, enthusiasm and drive
• Flexible attitude with strong agile thinking
• Good team player