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 Administrator Principal 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