Ifa Administrator

2 weeks ago

Manchester, United Kingdom Heat Recruitment Full time

Key responsibilities and accountabilities:

- Responsible for administration within the IFA Client Services Team and providing support to the Paraplanners within the team.
- Receiving and acting on instructions from advisers ad paraplanners following client meetings.
- Maintaining actuate records using our internal back office system.
- Creating and producing letters, reports and invoices.
- Carrying out all tasks consistently, including processing new business in line with compliance procedures.
- Obtaining illustrations and product information from providers
- Liaising with clients and product providers on outstanding documents and queries.
- Preparation of existing client valuations/files ready for review.
- Process of new business.
- Ensuring all client files are compliant on an ongoing basis.

Relevant Skills and Experience
- At least 3 years experience working in a Business Support role, for a financial planning organisation.
- Experience in using computer-based management systems including Wrap/Platforms.
- Computer literate, conscientious and excellent attention to detail.
- Clear understanding of the financial planning process.
- Excellent communication skills, both written and verbal
- Able to work within defined business processes.
- Ability to achieve agreed outcomes without supervision.
- Prioritise your own workload and the workload of the Business Support team.
- Ability to multi-task and prioritise effectively and assist in ad-hoc projects when required.
- A good working knowledge of protection, pensions and investment products.
- Proficient in using MS Excel, Outlook, Word and Intelligent office.

Qualifications:

- Ideally working towards a Level 4 Diploma qualified in financial planning
- Good level of Investment and Pension knowledge.

Personality:

- Self-driven, results-oriented with a positive outlook.
- A natural forward planner who critically assesses own performance.
- Good understanding of compliance issues.
- Reliable, tolerant, and determined.
- Keen for new experience, responsibility and accountability.
- Able to get on with others and be a team player.

Salary/Benefits:

- Competitive salary based on experience and qualifications.
- 23 days of holiday
- 4 x Death in Service Benefit
- Employer Pension Contributions
- Flexible working
- Financial support to encourage study for further advancement within the business.

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