Ifa Administrator

2 months ago


Cheltenham, United Kingdom Cheltenham IFA Ltd Full time

**About us**

Cheltenham IFA Ltd is a successful firm of Independent Financial Advisers in the heart of Cheltenham. We pride ourselves on having a strong team who work together to ensure the best outcomes for our clients. Our small but busy Operations team is expanding to allow for internal development and growth and we are looking for an experienced, confident and enthusiastic Administrator to join our team.

We look after our people and strive to provide a challenging, supportive and friendly environment in which everyone's voice is heard and we work as a team to grow our company and provide the best possible service.

Work-life balance is important to us and because of this our office hours are 9.15-5pm Monday to Thursday and 9am to 1pm on a Friday.

**Responsibilities**:

- Meeting and greeting clients for meetings and providing refreshments
- Answering telephone calls and forwarding or dealing with client queries as required
- Opening incoming post and scanning into relevant client CRM record
- Dealing with outgoing mail - franking and visiting the Post office as required
- Booking client review meetings for advisers, Adviser diary management and producing pre-meeting paperwork as required
- Accurately maintain client personal details and policy information on Intelliflo Office enabling ease of ongoing client communication and meeting GDPR requirements
- Deal with and respond to written, telephone and electronic general enquiries for IFAs, colleagues, clients and providers
- Preparing client paperwork and issuing reports
- Managing paper client files and archiving
- Good standard of general education preferably to degree level but your relevant experience is also important to us
- Experience in use of Microsoft Office software, some experience in Intelliflo or other CRM systems preferable
- Well organised, methodical with excellent attention to detail
- Prepared to take responsibility for own tasks and prioritise workloads
- Previous administration experience in financial services would be beneficial
- Strong organisational and numerical skills
- Confidence communicating with clients, providers and colleagues at all levels of the business

**Salary**: £20,000.00-£25,000.00 per year

**Benefits**:

- Company pension
- Life insurance
- Private medical insurance

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Ability to commute/relocate:

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

**Education**:

- A-Level or equivalent (preferred)

**Language**:

- English (required)

Work Location: In person

Application deadline: 30/06/2023


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