Bond Recruitment is recruiting a part-time IFA Administrator on behalf of our client, a well-established Chartered Financial Planning firm in St Helens, Merseyside. This is an office-based position where the successful candidate will provide comprehensive admin support to the financial advisers to include (but not limited to):
- Diary & email management
- Arranging appointments
- Client/third party communications by telephone and email
- Preparing letters and reports
- Activity tracking
- Managing incoming and outgoing post
- Preparing all documents for adviser meetings and ensuring client information is recorded accurately
- Processing New Business such as Investments/Pension/Protection applications
- Process Ongoing client work
- Point of contact for clients / Respond to client queries
- Responsibility for full LOA process - Contacting client for plan details, sending information to providers and following up with providers to receive full plan information
Specification:
- To work accurately and proficiently, with attention to detail.
- Be able to take and execute instructions accurately.
- Proficient in MS Office 365 and other industry related tools
- Excellent spoken and written communication skills.
- Proficient in the Intelligent Office Back Office System
- Relevant experience of working in an admin role within an Independent Financial Advisory Firm.
- Proficient in dealing with investments and pensions admin is essential
- Proficient in dealing with Platform and Provider Portals
- Ability to manage own workload, adapting and flexing to the needs of the business.
- Ability to work independency and to take initiative to be productive.
- Self-motivated with a can-do and tenacious attitude.
- Good organisation skills and efficient time management skills
- Desire, drive, and adaptable mindset to be part of a growing practice.
- Embracing Change: Responds positively to change, embracing and using new practices or values to accomplish goals and solve problems.
Experience:
- Pension & Investment administration 5 years + (required)
- Financial Planning/advice administration: 5 years + (required)