Ifa Administrator
3 weeks ago
**Role**
Reporting the the firm's Office Manager, the IFA Administrator's key duties will include:
- Maintaining client and portfolio records on the the back office system
- Undertaking filing, photocopying and scanning
- Liaising with third parties to gather information on client's plans and using checklists to ensure all necessary information has been received / chasing up anything outstanding
- Obtaining notes and projections from product providers
- Ensuring all new business compliance requirements are met
- Providing support to ensure end-trend business process is adhered to
- Maintaining a good working relationship with colleagues, clients and third parties
**Skills**
- Previous experience in an administration role (ideally IFA/financial planning/financial services)
- Experience of setting up and maintaining systems, processes and procedures
- Comfortable with/experienced in using electronic (client) data systems
- Excellent fact-to-face and telephone client interaction skills and the ability to build rapport swiftly
- Broad experience of Microsoft Office (Outlook, Word, Powerpoint, Excel)
- Good organisational skills
- Attention to detail
- Manage time effectively with the ability to multi-task
- Ability to take initiative and work independently if needed
This is a full-time position with competitive pay based on experience. We offer opportunity for career growth within the organisation.
**Job Types**: Full-time, Permanent
**Salary**: £20,000.00-£26,000.00 per year
**Benefits**:
- Company pension
Schedule:
- Monday to Friday
Supplemental pay types:
- Yearly bonus
Work Location: In person