IFA Administrator
Surrey
Up to £40k
Our client has been providing expert financial advice since 1995 in Surrey and Berkshire, and while the company has advanced over the years, our ambition remains exactly the same as it was when we opened the doors 24 years ago: to serve our clients to the best of our ability. We take pride in establishing close relationships with our clients and we treasure those relationships enormously.
Key responsibilities will include:
- Providing proactive administrative support for our paraplanners and IFAs
- Preparing and processing documentation for any new and existing clients
- Managing cases utilising our various CRM portals and provider platforms
- Handling incoming queries from internal staff, clients and external providers via email and telephone
- Ensuring all compiled files meet with compliance requirements and reporting any that do not to the appropriate parties
- Liaising with product providers and other third parties
- Promoting the company's services in a professional and FCA compliant manner
Skills and experience:
- Previous experience of an administrative role within the financial services industry (Required)
- GCSE Maths and English Language (or equivalent) - graded C or above (Required)
- Excellent written and verbal communication skills (Required)
- Strong numeracy skills (Required)
- Exceptional attention to detail (Required)
- Ability to understand and analyse financial and non-financial data (Required)
- Experience in communicating with and managing expectations with clients (Required)
- Desire to learn and develop (Required)
- High level of initiative (Required)
- Ability to work independently and as part of a team (Required)
- Literate with MS products including Outlook, Word and Excel (Required)
- Prior experience working with CRMs/online portals such as Intelliflo Office (Desired)
- Platform experience with Nucleus, Transact, Quilter and Standard Life/abrdn (Desired)
Benefits:
- Discretionary annual bonus
- Pension (5% employer and 3% employee contributions)
- Private Medical Insurance allowance (following completion of probationary period)
- Hybrid office working
- 25 days' annual leave (Christmas close down not taken from annual leave allowance)
- Study support
- Company provided laptop and mobile phone
- Free parking
- Death in service cover
- Pathway to train as a Paraplanner
- Regular company social events