Well established, professional, reputable practice is looking for an experienced IFA administrator, to join the client support team.
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
Person Criteria:
- Previous experience of an administrative role within the financial services industry, essential
- Good level of education, passes in English and Maths
- Excellent written and verbal communication skills
- Strong numeracy skills and exceptional attention to detail
- Ability to understand and analyse financial and non-financial data
- Experience in communicating with and managing expectations with clients
- Desire to learn and develop
- High level of initiative
- Ability to work independently and as part of a team
- Literate with MS products including Outlook, Word and Excel
- Prior experience working with CRMs/online portals such as Intelliflo Office
- Platform experience with Nucleus, Transact, Quilter and Standard Life/abrdn (Desired)
Additional Information:
- Woking - hybrid
- Salary - dependent on experience, most likely £30-35,000, however the client will consider very experienced IFA support applicants looking for up to £40,000 or higher
- 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