Ifa Administrator
5 days ago
My Client are a successful Chartered firm of Independent Financial planners base din the heart of Bath and due to growth thy seek to add to their IFA Technical support team. In return a competitive salary, benefits and exam support can be offered.
Duties and responsibilities
- Assist with preparing client facing documents including documents for new client business and annual client reviews e.g. Pension illustrations and client portfolio valuations.
- Complete or check adviser business submissions on the back-office system and provider sites ensuring a high level of accuracy and compliance with company processes.
- Work as part of a team to process incoming post, scan documents, filing.
- Update and maintain the accuracy of data held on back-office systems.
Skills and experience required
- Good knowledge of financial services, in particularly within the financial adviser arena is an advantage.
- Experience providing administration support.
- Good knowledge of Microsoft packages.
- Comfortable working with various IT packages.
- Some experience of Back Office and CRM systems would be beneficial.
- Willingness to work towards being Level 4 Diploma qualified.
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