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Ifa Administrator

4 months ago

Leicester, United Kingdom NJR Recruitment Full time

**Location**
**Salary**
**Posted on**
**Reference**
**Leicester
£23000 - £28000
27/02/2023
NJR13601

DESCRIPTION

IFA Administrator

**Salary**: 23,000 - 28,000 depending on experience
Location: Leicester

Our client is a well-established family oriented Financial Advice Firm based in Leicester who specialise in the management of pensions, investments, Mortgages and Protection who are now looking to expand and add an administrator to the team
Purpose of the role:
To provide support the Firms Financial Planner and Paraplanner by providing successful delivery of operational and administrative support in the financial services industry. It is essential for the applicant to have experience in the independent financial services sector.
Key Skills and Responsibilities:
" Preparing client files for reviews
" Preparing and submitting new business (investments, pensions and protection cases) to providers as well as ad-hoc client requests
" Undertaking research and report writing for non-complex cases
" Liaising with adviser and clients to ensure excellent service is delivered
" Ensuring all client documentation is correctly recorded
" Ensuring all systems and case notes are updated with progress and a clear audit trail is available
" Acting as the first point of contact for clients and resolving queries/problems in a timely manner
" Contacting clients and arranging appointments
" Providing a dedicated and professional support service to advisers and clients
" Providing regular ad-hoc management information (MI)

What we need from you:

- Previous Independent Financial Services experience is essential
- Knowledge of Truth, Intelligent Office is desirable
- Diary management
- Organising and planning
- Strong written and verbal communication skills
- Provider management
- Timely response times
- Good telephone manner with the ability to build rapport and provide excellent customer service
- Positive customer feedback
- Accuracy and attention to detail