£24K/yr to £28K/yr
England, United Kingdom
Permanent, Variable

Senior IFA Administrator

Posted by Heat Recruitment.

Job title: Senior Administrator
Salary: up to £28,000
Working pattern: Hybrid - 2 days in the office, 3 at home
Location: Bath / Cheltenham / Mansfield
Reporting to: Client Support Leader

Responsibilities:

  • Assist with preparation of existing client annual review meeting packs
  • Work with centralised Administration team for processing new client and annual review post meeting packs.
  • Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information
  • Process and submit new business applications and client instruction requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs.
  • Keeping relevant parties regularly updated on the progress of outstanding transactions and managing any technical queries.

Requirements:

  • Previous experience of working in similar role
  • Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
  • Desire to deliver exceptional service at all times
  • Ability to consistently deliver within service standards.
  • Excellent organisational skills, flexible and proactive approach to succeed

Benefits:

  • 25 days annual leave plus bank holidays
  • Life Assurance:
  • Pension Scheme - 5% company contribution
  • Private Medical Insurance (Bupa)
  • Health Cash Plan (Medicash)
  • Income Protection: Monthly income provision if you're unable to work due to illness or injury.
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