Kingswood Group are pleased to be assisting a financial services firm with the recruitment of an IFA Administrator to be based in their Ipswich office.
With ideally a previous background working within a similar industry, the role will support a team of Independent Financial Advisor and Paraplanners.
Duties will include;
- Take all client requests and manage professionally ensuring positive experience
- Arranging client meetings
- Collate and manage information, preparing documents for meetings
- Updating and liaising between clients and colleagues
- Retrieving new and historic information about individual clients
- Ensuring records are up to date of written or electronic communication with colleagues, clients and third parties
- Carrying out duties in accordance with the rules and regulations set out by the Financial Conduct Authority
- Manage LOA end to end process
- Working to deadlines
Skills required:
- Prior experience of working within a similar role
- Understanding the advice process
- A strong work ethic and flexible attitude
- Excellent organisation skills
- Knowledge of industry specific software
- Microsoft Word, Excel and Outlook knowledge
- Ability to prioritise work and manage own workload efficiently
- Attention to detail
Benefits offered:
- 22 days holiday + BH
- Healthcare - cashplan
- Pension
- Discount vouchers
- Free parking
- Flexible working - up to 2 days a week after probation
With working from home 2 days a week after probation, this is an exciting opportunity for an individual to join a passionate and professional team.