IFA Client Services Administrator

3 weeks ago

South Norfolk Norfolk, United Kingdom Service Service Full time

Are you looking for a new role in the Financial Services sector, would you like to join a well-established Financial Planning firm who have an excellent working environment where you are well looked after and valued, well look no further…
My client based on the outskirts of Norwich, who has been trading since 2010 are looking for an experienced Administrator with a strong background of working in an IFA Practice setting or a similar Financial services role, to join their friendly group of existing staff.
The ideal candidate will have a minimum of two years’ experience working in the sector and have previously used the back-office system intelligent office as well as knowledge of the platform such as Transact, Standard Life, Elevate and OMW (desirable, not essential).
Above all else, you will be a great person to work with, a hard worker and a team player.
My client offers advice with regard to pensions, SIPPS, Savings, Investments, Protection Plans as well as Trust Planning.
Role purpose
This is a key role to provide a first-class proactive support service to the Advisers and clients. Working closely with the Advisers, Directors and Paraplanners, you will be responsible for ensuring the client always receives the highest level of service. You will need to enjoy working as part of a successful team and be able to actively contribute towards a common goal.
You will be expected to arrange plans and investments as recommended by the Advisers and provide administrative and technical support to enable them to advise their clients accordingly ensuring compliance and regulatory requirements are adhered to.
You will be fully accountable and self-reliant and be able to produce accurate work with minimum input from others.
It is expected that you are working towards the CII or CISI professional qualification benchmark or be committed to achieving this. My client will assist you with financial support for further training and examination where relevant, but you will be expected to take full responsibility for your continuous professional and personal development.
Relevant Skills and Knowledge

Good understanding of financial services terminology.
Knowledge of financial services solutions and associated regulatory and compliance requirements (for example tax efficient investments, retirement provision, investments, protection, 'know your client’).
Ability to multi-task and juggle a busy and varied workload.
Ability to accurately follow a process.
General Responsibilities

Liaising with product, wrap and solution providers.
Developing and maintaining internal relationships across the business, communicating effectively.
Responding to internal and external queries promptly.
Ensuring processes and procedures are followed and service standards are met.
Time and priority management.
Specific Responsibilities
Arranging agency servicing transfers and ensuring plan information is accurate and up to date
Keeping up to date with IT and back-office systems changes to ensure efficiency and accuracy
Preparing files for review meetings (both annual, half yearly and ad-hoc), writing agendas and ensuring post meeting actions are processed within service level agreements
Diary and task management of client work
Processing and submitting new business
Processing and submitting changes to existing plans, investments and policies (for example amendments to premiums, withdrawals, funds)
Producing plan, policy, fund information
Ensuring the client file meets auditing expectations
Annual re-assessments of suitability
Annual drawdown re-assessment
Processing changes to client details and liaising with 3rd parties to ensure changes are accurately completed
Data extraction, checking and analysis
Prioritising work and contributing to the team and business goals
Taking accurate minutes of meetings
Client communication (letter, email, telephone and face to face)
Bulk mailing (letter and email)
Assisting with implementing and improving administrative processes
Ensuring new client signs up are processed timely and accurately and the file is compliant, with the required servicing and fee schedule adhered to
Accurate system updating Identifying and rectifying errors
Preparing and dispatching client valuation reports
Providing technical support to the Advisers and other team members
Answering technical client queries
Competent administration through wrap platforms utilized by the company
Answering the telephone promptly and communicating positively and effectively
Other ad hoc duties as required.
Benefits
My client have a flexible approach, operating a 37 hour week, you are able to start between 8 and 9 and leave anytime between 5 and 6, Fridays are 9-3 for everyone, you can take between 1 and 1.5hrs for lunch.
Death in service 4 x salary
Free Parking
Standard pension, 3% employer contribution
Holiday entitlement is 26 days (an extra day off for your Birthday if it falls on a working day).
Financial assistance with further and ongoing studies

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