Administrator/ifa Admin
6 months ago
**Salary**: £23,000 plus superb benefits
- Accomplished administrator, ideally with experience gained within an IFA firm, or regulated environment
- Outstanding verbal and written communication skills
- Excellent telephone manner and ability to deliver an exceptional client-centric service
- Superb attention to detail and able to deliver a high standard of work
- Able to work independently and demonstrate initiative
- Organised and able to manage workflows to timescales
- Enthusiastic, energetic and a team player
- Uphold strong values - honesty, integrity and able to maintain confidentiality
- Proficient in Microsoft Office, particularly Outlook, Word and Excel
- Intelligent Office experience would be desirable
**Benefits**:
- 35 hour week
- 25 days’ holiday
- Pension
- DIS x4
- Income Protection
- Plus a superb range of flexi-benefits
- Free parking
**Role**:
EGRecruiting is delighted to be recruiting for an experienced Administrator, to join a highly regarded and well-established IFA firm in Sheffield, working from a regional office of a national business, where employees are truly valued, supported and rewarded.
Within the role, you will be required to provide a quality administration and support service to high net worth clients, allowing the Advisers to focus on the client relationships.
Responsibilities will include:
- Prepare information packs prior to client meetings
- Obtain information from providers and prepare client valuations
- Input all client information into the back-office system, Intelligent Office
- Record all tasks within agreed timeframe and ensure that the client history is up to date
- Obtain regular updates from the providers
- Upload documentation into the back-office system and scan other documents as required
- Liaise with product providers and the commission department to resolve queries
- Liaise with Partners and Paraplanners, to ensure client expectations are met
- Provide regular updates to the Advise and clients
- Be the main point of contact for client administration queries
- Deal with client and provider correspondence
- Ensure that the client file is compliant
- Familiarise yourself with client circumstances, objectives and timescales
- Be responsible for scanning and archiving client files
- Identify any improvements that can be made
- Participate in appropriate company and departmental training, competence and development initiatives
**Know someone who the above job would be a perfect fit for?**
**REFER THEM...and receive £250 when they start in their new role**
**Job Types**: Full-time, Permanent
**Salary**: £21,000.00-£23,000.00 per year
**Benefits**:
- Company pension
- On-site parking
Schedule:
- Monday to Friday
Work Location: In person
Reference ID: EGR/10844
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