Senior Ifa Administrator
2 weeks ago
**Purpose of role**
This new role will support the Central Administration Team in ensuring the efficient and effective use of our back-office system, Intelligent Office (IO). It will include project work relating to data integrity, maintenance and development of admin processes,and technical support for client-facing admin teams in relation to the accurate use of the system.
**Key Tasks**:
- Opening and sorting daily post on a rota
- Sending daily post on a rota
- Answering the telephone and directing calls, taking and passing on messages
- Developing and building relationships with clients
- Maintenance of client records using Iress (inputting new business, updating client investments)
- Scanning documentation
- Preparation of valuations
- Competent use of investment platform for placing trades and managing client cash accounts
**Experience and Qualifications**:
- 2-3+ years’ experience within the independent sector of the financial services industry, in a relevant administration or operations role
- Excellent written and visual presentation skills with high attention to detail
- Excellent IT skills, being highly proficient in the use of Microsoft Office packages including at least intermediate Excel knowledge
- Understanding of the needs of Financial Services teams and FCA rules and compliance
- A CII Certificate level qualification (and/or other relevant financial qualifications) will be an advantage.
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