IFA ADMINISTRATOR
LOCATION | Southport
SALAY UP TO 30,000
One of our well established clients, a Chartered Wealth Management firm in Wigan are keen to take onboard a Senior Administrator to add to their team.
You will be providing full back-office support to both advisors and paraplanners to ensure client service is delivered to the excellent standard expected by the firm.
What you'll be doing:
" Answer the telephone and ensure incoming calls are directed to the appropriate person in an efficient manner
" Sort and allocate the post when necessary
" Meet and greet visitors when necessary
" Prepare client valuations and ensure back office system is updated (Intelligent Office)
" Prepare review packs when necessary
" Fully utilise back office system and ensure it is kept up to date with accurate information
" Process new business and follow up until policy issue
" Scan and file documents using the document management system (Papercloud)
" Process client withdrawals and Bed & ISA transfers
" Disinvest to ensure adviser charges are paid when necessary
" Complete fund switches on client portfolio's
What you'd have:
" Excellent interpersonal skills both written and verbal
" Accurate with good attention to detail
" Excellent time management
" Excellent IT skills including knowledge of Microsoft Office products
" Detailed knowledge of the FCA's rules and requirements
" Broad knowledge of the financial services sector
" At least 5 years within an IFA environment
Please apply if you feel you meet the requires skillset to have a chat with one of out consultants.
Ref: NJR15845