Ifa Administrator

4 weeks ago

London, United Kingdom Vision-FS Recruitment Full time

IFA Administrator/ IFA Support/ IFA Sales Support.

Experience of working with IFA's.

**The Role**:

- To provide high quality support within a team, building a relationship with clients whilst delivering a high level of service.
- To ensure complete and accurate records are maintained of all client dealings.

**Responsibilities**:

- Technical administration and dealing with more complex client queries(including bond/unit

trust tax calculations, pension funding queries).
- Letter writing including ISA, JISA and ISA recommendations, investment suitability letters, overviews and pension reports.
- Completing the monthly review of all new business cases and ensure they have been
- accurately recorded before submitting this to the Finance department.
- Organising the team and managing workloads alongside the Finance Executive.
- Training new and existing administrators within the team
- Providing guidance to administrators - especially necessary for complex administrative
- Liaising with clients and providers and providing regular updates to clients
- Attend peer group meetings to discuss best practice/find efficiencies in process.
- Occasionally attend client meetings with advisersnto provide administration support and to build relationship with clients.
- Process more complex new business cases such as Defined Benefit pension transfers.

**Qualifications**:

- Working towardsthe Diploma in Regulated Financial Planning
- 18 months - 3 years relevant IFA industry experience.
- Knowledge of all advice areas including retirement planning and pension consolidation.
- Strong understanding of compliance responsibilities.
- Ability to work within a team.
- IT competent with knowledge of Intelligent Office an advantage.

**Skills required**:

- Highly organised, competent individual with positive attitude and enthusiastic nature.
- An excellent understanding of administrative procedures.
- A good technical knowledge demonstrated through both experience and exam success.
- High personal standards to deliver quality support to the team and clients.
- Evidence of previous administration skills such as organisation, prioritisation and ability to work under pressure.
- Confidentiality is key,thoroughness and attention to detail, effective communication and confidence to question and work with teams and advisers.
- Role would suit a result driven, analytical and tenacious individual who can work well with others and is keen to further develop their career in Financial Services.
- At least two years exposure working for an IFA in an administrative role
- Experience in using Intelligent Office is essential
- Excellent customer service and administration skills
- Comfortable and credible when speaking with Clients and Providers over the phone
- Must be a team player who is able to manage their own workload
- Familiar working to tight deadlines

**What you will get**:
Excellent salary, career progression, increased earning potential, company benefits, sociable and professional working environment.

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