Ifa Administrator

5 days ago


Nottingham, United Kingdom Reed Insurance Full time

My client is a large, very well established Chartered IFA firm based in Nottingham.

They currently seek an experienced IFA Administrator to join their expanding team.

KEY RESPONSIBILITIES
- New business processing
- Managing and updating tasks on back-office system
- Submitting business to main investment platforms
- Processing "Letters of Authority"
- Chasing providers for outstanding information
- Answering the telephone
- Scanning and saving documents to back-office system
- Client and Provider liaison
- Client research and preparation for adviser meetings with clients
- Generating requests for information
- Sending letters to providers
- Efficiently process all areas of customer service and administration.
- Respond to all customer enquiries within agreed time frame and in adherence with quality and compliance standards.
- Maintain client records (physical and electronic) in an orderly and comprehensive manner.
- Support new business development activities as required.
- Respond to ad-hoc requests for administrative support by other teams across the business.
- Work with line manager to set and meet own performance objectives and deliverables on a regular and agreed basis.
- Undertake any training as required by the organisation in the fulfillment of role.
- Proactively take ownership of own professional development.
- Maintain a working knowledge of the technical resources provided by the Company.
- Maintain knowledge and awareness of the business objectives, the regulatory framework in which it works and compliance procedures.

SKILLS
- Have basic compliance knowledge and understanding of what makes a compliant file
- Have excellent organisational and prioritising skills
- Have excellent written and spoken communication skills
- Have good computer literacy and typing skills
- Highly attentive to detail
- Numerate
- Previous customer service experience
- Good time management
- Excellent team player - collegiate, supportive, non-hierarchical
- Technical aptitude - able to use Microsoft Word and Excel
- Clear in written and spoken communications
- Good at listening and distilling information
- Well organised
- Flexible and open to change for improvement
- Professional in appearance and demeanour

EXPERIENCE
- Previous experience of working within the financial services industry is essential
- Have experience of using back-office systems
- Have experience of using Platforms/Wraps
- Have knowledge of Pensions and Investments
- Experienced and competent IFA Administrator

**BENEFITS**:

- A competitive salary package.
- Performance related bonus.
- 25 days annual leave, plus 1 day birthday holiday, plus discretionary Christmas break
- Pension scheme.
- Income protection
- Widow’s Death in Service
- Life assurance
- Private Healthcare
- Career progression opportunities within a growing and highly successful organisation.


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