We are currently recruiting for a highly regarded Financial Planning practice based in Alton who are looking for an IFA administrator to join their team. Must have previous experience working for a Financial Planning practice.
This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance.
Key Requirements and Skills:
They will be part of an administration team, supporting in all day-to-day tasks. This will include
- General Administration duties
- handling incoming mail, scanning, filing
- arranging client meetings
- preparing client files for meetings
- processing new business
- maintaining client files, database management
- corresponding with clients
- the updating of fact finds and AML checks
- preparing valuations
- obtaining quotations
- liaising with providers
It is essential that the candidate is IT literate with good working knowledge of Microsoft Office suite. A team player with excellent communication skills when liaising with clients, providers, and colleagues to provide an elite service.
Experience in the use of document management systems is an advantage as is the use of financial planning software like Xplan, Adviser Office. Ideally, the successful candidate will have experience with an IFA firm and a focus on investment and pensions for a minimum of five years along with some financial planning qualifications or a plan to study for these to enhance their career prospects.