IFA Administrator

3 weeks ago

Corsham Wiltshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time
TEMPLEGATE RECRUITMENT
Financial Services Specialist Recruiters
Job Title: IFA Administrator

Location:Corsham

Benefits:
  • Competitive salary with performance-based bonuses.
  • Standard company pension.
  • Discretionary sick pay.
  • 20 days annual leave plus bank holidays, with additional time off over the Christmas period.
  • Flexible working hours and consideration for personal commitments (e.g., school runs, appointments).
  • Career progression opportunities within a supportive and professional environment.
  • On-site parking.


Reports to: Financial Adviser / Practice Manager
Salary: Competitive, dependent on experience
Working Hours: Full-time / Part-time (flexibility available)

Job Overview:

We are seeking an experiencedIFA Administratorto join our dynamic team. The ideal candidate will have experience working within an IFA (Independent Financial Adviser) environment and be proficient in using theIntelligent Officeback-office system. This role involves providing critical administrative support to financial advisers, ensuring smooth client management, and contributing to the overall efficiency of the practice.

Key Responsibilities:
  • Administrative Support: Provide day-to-day administrative support to IFAs, including preparing client reports, letters, and documentation.
  • Client Management: Maintain and update client records using the Intelligent Office system, ensuring all data is accurate and compliant with industry regulations.
  • Appointment Coordination: Schedule and confirm client meetings, manage adviser diaries, and ensure all necessary documentation is prepared for appointments.
  • New Business Processing: Assist with the submission and processing of new business applications, including pensions, investments, and protection products.
  • Compliance Support: Ensure that all client files and advice provided are fully compliant with FCA regulations and company procedures.
  • Client Communications: Handle client inquiries, providing professional and timely responses, and liaise with product providers and other third parties.
  • Document Management: Prepare and file correspondence, meeting notes, and client documentation both digitally and physically.
  • Reporting: Produce valuation reports, financial summaries, and other client-related documentation using Intelligent Office.
  • Workflow Management: Manage the pipeline of tasks, ensuring that deadlines are met and client expectations are managed effectively.
Required Skills & Qualifications:
  • Experience: A minimum of 2 years working in an IFA/Financial Services environment.
  • Systems: Proficient in usingIntelligent Officeback-office system.
  • Attention to Detail: Strong organizational skills and high attention to detail.
  • Communication: Excellent written and verbal communication skills, with a client-focused attitude.
  • Knowledge: Familiarity with financial products including pensions, investments, and protection.
  • Initiative: Ability to work independently, manage your own workload, and prioritize tasks effectively.
  • Compliance Awareness: Understanding of FCA regulations and the compliance process within financial services.
  • IT Skills: Proficient in MS Office (Word, Excel, Outlook).
How to Apply:
Apply today to be considered for this opportunity. If your application is suitable, one of our specialist consultants will contact you to discuss the role in more detail before submitting your CV to the client. We will also aim to identify your specific skills and motivations, and recommend other relevant opportunities if appropriate.

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