Join Our Clients Dynamic Team in Swansea as an IFA Administrator!
Are you detail-oriented, client-focused, and passionate about financial services? We're seeking an IFA Administrator to provide crucial support to Financial Advisers.
Your responsibilities will include:
- Obtaining illustrations, key features, and application forms from Platforms & Providers
- Compiling comprehensive client meeting packs
- Issuing letters of authority (LOA) and transfer of agency (TOA)
- Accurately maintaining client details and policy information
- Preparing new business applications
- Responding to inquiries from IFAs, colleagues, clients, and providers
- Managing client valuation schedules
- Ensuring timely communication with clients and providers
- Collaborating with our team to deliver exceptional service
Experience/Skills Required:
- Proficiency in Microsoft Office and other applications
- Excellent written and verbal communication skills
- Client-centric mindset
- Strong organisational abilities
- Industry knowledge
- Attention to detail
- Data entry and record-keeping skills
- Willingness to pursue professional qualifications (desirable)
On Offer:
- Comprehensive salary DOE
- Hybrid working
- 25 days holiday – tiered up to 28 days after 5 years
- 7% employer pension contribution
- Comprehensive benefits package including PMI, Income Protection and Critical Illness
- Office closure over Christmas period and a day off for your birthday, wedding, house move and volunteering
- A range of additional employee incentives such as enhanced maternity and paternity
Ready to make an impact and embark on your career as part of a supportive teams in forward-thinking business? Submit your CV today to avoid disappointment! If you have any questions, please contact Leanne Appleton at Reed on .