Title: Senior IFA Administrator
Hours: Monday to Friday 9am - 5pm (35 hours a week)
Location: Chorley
Salary: £26,000 plus depending on experience
About us:
NJR Recruitment are currently working with a credible firm of Independent Financial Advisers whose sole focus is saving clients!! They save them and their families from the financial impacts of poor decisions, no decisions, or the wrong financial advice they have received in the past. It is a passion that is shared by everyone who works for us. We are strong believers that at the core of financial services are people wanting to empower people to take control of their finances with the aim to enable them to have better and more fulfilled life. We are looking for positive and tenacious people, who are willing to build strong relationship with their colleagues and the clients we service.
The Role:
We are looking for an experience Client Experience Manager to offer tailed client support for a team of busy advisers to enable them to focus their time on servicing their clients. The role would entail the successful person to follow our internal processes and adhere to all FCA and Compliance regulations. They would be responsible for maintaining accurate and detailed client data on our Intelliflo system, as well as liaising with our providers.
Main duties and responsibilities:
- Responsible for hosting and delivering weekly office meetings and driving actions to deliver result
- Be responsible for providing timely and accurate reports for finance and key stakeholders across the business
- Efficiently process all administration relating to new/existing business and servicing queries.
- Liaising with providers and the wider business to request information, as necessary.
- Producing valuations and preparing client packs in advance of client meetings.
- Preparing suitability letters
What we'd like the candidate to have/be able to do:
- Excellent written and verbal communication
- Experience using Microsoft Word and Excel along with in house IFA systems and provider websites
- Computer Literacy
- Knowledge of Intellifo is desirable
- Great attention to detail and accuracy
- Ability to work well in a small team and demonstrate a high standard of client experience and a desire to help others, as well as maintaining strong working relationships both in person and remotely
- A responsible approach, with a willingness to take ownership of matters that arise and deal with them effectively
- Adaptable and able to self-manage time
- Great organisational skills
What's great about our Client:
- Friendly and supportive culture
- Generous paid leave, which increases with length of service, plus a gifted day off for your Birthday and Christmas closure
- Group Income Protection
- Private Health Insurance with Vitality
- Death In Service
- Non-adviser bonus schemes
- We are an Employee Owed business which means we are always wanting the input of our Employee Owners, as well as enrolling them in an Employee Ownership Bonus scheme
- Annual work socials
NJR 14966