Pensions Administrator
6 months ago
**Pensions & Investments Administrator - West London**
- Up to £30,000 + Depending on Experience
- Monday to Friday Only
Our client, a family run independent financial advisory firm is looking to hire an experienced Administrator to join their team in the West London area. Due to the nature of the role, it is essential that any applicants have a minimum of 1-2 years UK based IFA Administrator experience.
**Main responsibilities of the role**:
- Responsible for the timely creation and ongoing update of accurate client records, both personal/fact find details and investment details within Intelligent Office. Ensures house-keeping activities on client data are allocated and prioritised including support from the Team Leader(s) and Paraplanner(s) when required
- Ensures that all client interactions are recorded using standalone tasks and purpose-built workflows within IO (e.g. new client, client review, new instruction, client on & off-boarding), providing an audit trail of activities and the ability to delegate workload to other administrators with relevant background details when required
- Works with the Team Leader(s) and Paraplanner(s) to ensure that basic client reports (suitability reports, annual review reports, meeting notes, portfolio report) are generated from Intelligent Office / Genovo using the standard agreed templates; validating that investments populate from the tool with the correct values and details and that mandatory sections of the document are completed as specified
- Supports the Team Leader(s) and Paraplanner(s) in utilising other agreed toolsets to provide data for client identification, risk profiling, lifestyle planning, investment analysis etc.
- Ensures that client fees and commission (initial, ongoing and ad-hoc) are set up and maintained correctly in IO to support accurate monthly payments to our firm and provide an accurate view on actual and forecast income for the FCA RMAR report
- Ensuring that all client communications and documentation are scanned and filed in Intelligent Office in a timely manner to ensure compliance with PFS file checking processes
- Supports the Team Leader(s) and Paraplanner(s) in maintaining up to date client records to ensure compliance with Anti-Money Laundering / Know Your Client, GDPR and other statutory/regulatory rules. Ensures details and supporting documents are recorded in Intelligent Office
- Minimum 1-2 years IFA Administrator experience
- Excellent inter-personal skills, both written and verbal
- IT Literate with strong knowledge of Microsoft Office Suite
- Broad knowledge of the financial services sector
**Additional Benefits**:
- 25 days holiday + bank holidays
- Full support for development and qualifications
- Pension Scheme / Private medial Insurance / Study Support / Subscription Cover / Holiday Purchase
If you have the necessary qualifications & experience required for this IFA administrator vacancy and are interested in finding out more information, then please contact Oliver at Hexis Recruitment on:
Phone: 02080 650066
**Job Types**: Full-time, Permanent
Pay: Up to £30,000.00 per year
**Benefits**:
- Casual dress
- Company events
- Company pension
- Free parking
- Health & wellbeing programme
- On-site parking
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Harrow, HA1 2EJ: reliably commute or plan to relocate before starting work (required)
**Experience**:
- UK based IFA Administration: 1 year (required)
Work authorisation:
- United Kingdom (required)
Work Location: In person
Reference ID: 616812
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