We are currently recruiting for a boutique Wealth Management firm in High Wycombe who are looking to recruit an IFA Administrator
IFA ADMINISTRATOR
High Wycombe
Life Insurance / Company pension / On Site Parking
They are looking for an experienced administrator to join our team in High Wycombe.
The ideal candidate must be organised, forward thinking and enjoy a challenge - aswell as having excellent attention to detail, good IT skills and a self-motivated enthusiasm to develop and learn.
You will have the ability to work autonomously where appropriate and also be a team player. A key characteristic is a positive "can-do" attitude and the capability to deliver desired results successfully.
EXPERIENCE AND QUALIFICATIONS
- Experience working in Financial Services and/or one or more IFA firms.
- A working knowledge of Intelligent Office (IO) software essential.
MAIN TASKS
- Take responsibility for the smooth processing and tracking of administrative actions.
- Ensure commission/Adviser Charging expectations are input correctly on systems
- Prepare and process new business submissions, confidently using different investment platforms and monitoring through to completion
- Issue Letters of Authority and complete ID checks as required
- Prepare and issue client annual review packs
- Use full range of available software, including but not limited to Microsoft Office, Intelligent Office, Papercloud and other provider platforms
- Respond to client enquiries in a timely manner
- Keep up to date with changes that affect your role and adapt processes and procedures accordingly
- Interact and work closely with the rest of the support team to ensure a consistent approach
- Daily general administrative activities such as dealing with the post.
- Liaise with Clients and IFAs