Ifa Administrator

7 days ago

Market Harborough, United Kingdom North Oak Recruitment Ltd Full time

**IFA Administrator (job ref AL1203)**

Client Delivery Lead - Market Harborough or West Midlands

Salary to £26,000 pa (dep on exp) + benefits

My client is an expanding, forward thinking Wealth Management Group with locations across the UK. They are now looking for an experienced IFA Administrator / Client Delivery Lead, to join their growing Financial Education Team. This person would ensure alladministration for submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met.

**Key Accountabilities Include**
- Client Servicing: including creating new client packs, preparing and processing authority letters, and ensuring relevant documents are uploaded.
- Compliance: performing relevant anti-money laundering checks, and checking compliance documentation is completed.
- New Business Submission: use client database to track new business and current position, updating planner accordingly.

**Person Specification**

**Knowledge**
- Must have excellent understanding of the financial planning process.
- Must have excellent communication skills and telephone manner

**Experience**
- Minimum of one year in a Financial Services Administration Role is preferred

**Skills / Personal Attributes**
- Proficient IT skills, basic spread sheet and database knowledge
- Good planning and effective organisational skills
- Honesty and integrity
- Methodological approach to work

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