Ifa Administrator

3 weeks ago


Bracknell, United Kingdom Regency Financial Consultancy LLP Full time

Our firm is seeking an Administrator to work closely with our two Independent Financial Advisers. You will need to be confident in your ability to carry out all general support tasks associated with working within an IFA practice. This could include compiling relevant client documentation, sorting out post, answering the phone and general office administration.

**Responsibilities**
- Maintain client records on internal system - Intelligent Office
- Preparation of pre-meeting/post-meeting material for advisers,
- Obtaining quotations and other relevant literature
- Processing commission/adviser fees.
- Requesting information from third parties
- Producing client valuations and reports
- Delivering a day-to-day administrative support, answering the telephone, sorting the post.
- You will possess excellent communication skills and a professional manner.
- Keep management and other areas of the business updated with the relevant information required
- To be able to take full ownership of a task and to manage it effectively

**Qualifications**

Excellent verbal and written communication skills

Have a good working knowledge of Excel and Word

Previous experience of working in an Financial Advisory practise.

**Salary**: £22,000.00-£29,000.00 per year

**Benefits**:

- Financial planning services
- Free parking
- On-site parking

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Bracknell: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Working with IFAs (preferred)

Work Location: In person



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