Role:
EGRecruiting is delighted to be recruiting for an experienced IFA Administrator, to join a highly regarded and well-established IFA firm in North Tyneside. This is a regional office of a national business, where employees are truly valued, supported and rewarded.
Within the role, you will be required to provide a quality administration and support service to high net worth clients, allowing the Advisers to focus on client relationships.
Responsibilities will include:-
- Prepare information packs prior to client meetings
- Obtain information from providers and prepare client valuations
- Input all client information into the back-office system
- Record all tasks within agreed timeframe and ensure that the client history is up to date
- Collate all documentation and ensure that the New Business pack is complete prior to submitting applications to providers
- Obtain regular updates from the providers
- Input any electronic applications forms as required
- Upload documentation into the back-office system and scan other documents as required
- Liaise with product providers and the commission department to resolve queries
- Liaise with Advisers and Paraplanners, to ensure client expectations are met
- Provide regular updates to the Adviser and clients
- Be the main point of contact for client administration queries
- Deal with client and provider correspondence
- Ensure that the client file is compliant
- Familiarise yourself with client circumstances, objectives and timescales
- Be responsible for scanning and archiving client files
- Identify any improvements that can be made
- Participate in appropriate company and departmental training, competence and development initiatives
Benefits:
· 35 hour week with hybrid working · 25 days holiday (increasing to 30) · Pension (matched to 7.5%) · DIS x4 · Income protection (75% of salary) · Access to free financial advice · Interest free season tickets loans, eye care and childcare vouchers · Shopping discounts (holiday, gym and high street retailers) · Additionally, a superb range of flexi-benefits · Career development, if desired
Candidate Requirements:
- Accomplished administrator with extensive experience gained within an IFA firm
- Outstanding verbal and written communication skills
- Excellent telephone manner and ability to deliver exceptional client-centric service
- Superb attention to detail and able to deliver a high standard of work
- Able to work independently and demonstrate initiative
- Organised and able to manage workflows to timescales
- Enthusiastic, energetic and a team player
- Uphold strong values - honesty, integrity and able to maintain confidentiality
- Proficient in Microsoft Office, particularly Outlook, Word and Excel
- Intelliflo (IO) experience would be desirable
Qualifications:
R01/other desirable, not essential
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