Ifa Administrator

2 weeks ago

Gerrards Cross, United Kingdom Nelson Scott LLP Full time

Job Description - IFA Support
Summary of Position
To provide comprehensive support to ensure the efficient operation of the business and excellent
service to clients of the firm.
Responsibilities and Duties
Responsibilities will include:

- Production of reports, valuations and graphs using prescribed software/programmes,
evaluation, enhancement and interpretation of data
- Processing of portfolio alterations such as withdrawals, switches, new investments
- enter data from various source documents into prescribed computer database, files and
forms for storage, processing and data management prepare, compile and sort documents
for data entry; verify data and correct data where necessary; obtain further information for
incomplete records/documents; respond to requests for information and access relevant
files; updating and maintaining databases such as client information/records
- maintain filing and filing systems, both paper and electronic and store completed documents
in designated locations
- scan documents into document storage/management systems or databases as required
- Perform routine clerical/admin tasks as assigned
- Prepare documents, reports and correspondence as required
- answer phones, transfer to the appropriate staff member, take and distribute accurate
messages
- Industry knowledge, compliance and regulatory knowledge
- Perform all duties in accurate and timely manner and maintain effective systems to ensure
tasks are completed
- Operate a variety of standard office machines, including a personal computer and a variety
of computer software, phone, fax, calculator, shredding machine, scanning machine and
photocopy machine, and adhere to procedures relating to the proper use and care of
equipment and materials for which the role has responsibility
- Establish and maintain effective working relationships with co-workers, supervisors and the
general public.
- Perform duties in an efficient, professional and courteous manner.
- Liaise appropriately with others to ensure duties carried out correctly and in a timely
manner. Should duties fall behind, errors occur that may disadvantage a client or backlogs
accrue to bring this to the line manager’s attention without delay
- Maintain regular consistent and professional attendance, punctuality, personal appearance,
and adhere to relevant internal procedures
- Pursue personal development of skills and knowledge necessary for the effective
performance of the role
- interpret and respond clearly and effectively to spoken requests over the phone or in
person, and to verbal or written instructions.
- keep office area neat and tidy and leave desk clear to comply with GDPR
Key Skills and Requirements
- time/work management skills and the ability to prioritise work
- attention to detail and accuracy
- adaptability and amenability
- team work
- communication skills - verbal and written
- confidentiality
- flexibility
- reliability
- ability to work under pressure
- accurate keyboard skills and ability to enter data and produce reports and data accurately and at
the required speed
- knowledge of correct spelling, grammar and punctuation

  • Fantastic Ifa Administrator Opportunity!

    4 weeks ago

    Gerrards Cross, United Kingdom Capio Recruitment Full time

    Job Title: IFA Administrator - Established IFA Firm with a Strong Culture! Location: Near Beaconsfield, South Buckinghamshire **Salary**: Highly competitive, plus annual bonus and various benefits. About Us: We are a highly successful Independent Financial Adviser firm with a remarkable 40-year history of excellence in the industry. As a trusted name in...

  • IFA Administrator

    4 weeks ago

    Gerrards Cross, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a highly regarded Financial Planning practice in Gerrards Cross who are looking for an experienced IFA Administrator to join their team. This company illuminate their client's financial world. Building clarity and confidence in their mind and optimising every experience they have with them. Responsibilities The IFA...

  • IFA Administrator

    4 weeks ago

    Gerrards Cross, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning practice in Gerrards Cross who are looking for an IFA Administrator to join their team. This role offers flexible home working 4 days a week. They are looking for an experienced IFA Administrator. They are a growing Independent Financial Planning firm, specialising in delivering Financial Life...

  • Experienced Ifa Administrator

    1 week ago

    Gerrards Cross, United Kingdom Blakemore Recruitment Full time

    Blakemore Recruitment are currently assisting a highly regarded boutique financial planning firm seen an experienced Administrator to join their team in Gerrards Cross. **Responsibilities** **Client servicing and meeting preparation**: - Use appropriate systems and processes to submit new business to providers - Prepare documentation for client meetings...

  • Senior Paraplanner/technical Manager

    1 month ago

    Gerrards Cross, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning practice in Gerrards Cross who are looking to recruit a Senior Paraplanner/Technical Manager. This is a great opportunity for experienced paraplanner, not looking to move into advice, but wanting to take your career forward. This role offers a great opportunity to utilise your technical ability, while...

  • CHARTERED or FULL DIPLOMA QUALIFIED FINANCIAL ADVISOR ROLE

    2 weeks ago

    Gerrards Cross, United Kingdom Reed Full time

    A wonderful and very successful Financial Services business is Looking to recruit an experienced, enthusiastic, and driven qualified Independent ideally CHARTERED Financial Adviser to complement the existing team. The successful candidate will be confident in their ability to create new opportunities and service existing clients to assist with the firms’...

  • CHARTERED or FULL DIPLOMA QUALIFIED FINANCIAL ADVISOR

    3 weeks ago

    Gerrards Cross, United Kingdom Reed Full time

    A wonderful and very successful Financial Services business is Looking to recruit an experienced, enthusiastic, and driven qualified Independent Financial Adviser to complement the existing team. The successful candidate will be hugely skilled in Pensions and Investments on the Advisor side & confident in their ability to create new opportunities and service...

  • Financial Adviser

    4 weeks ago

    Gerrards Cross, United Kingdom Clear IT Recruitment Full time

    My client is searching for a Financial Adviser to join their growing firm based in Gerrards Cross, Buckinghamshire on a hybrid basis. The role We are seeking an experienced, enthusiastic, and driven qualified Independent Financial Adviser to complement our existing team. The successful candidate will be confident in their ability to create new...

  • CHARTERED or FULL DIPLOMA QUALIFIED FINANCIAL ADVISOR ROLE

    2 weeks ago

    Gerrards Cross, Buckinghamshire, United Kingdom Reed Full time

    A wonderful and very successful Financial Services business is Looking to recruit an experienced, enthusiastic, and driven qualified Independent ideally CHARTERED Financial Adviser to complement the existing team. The successful candidate will be confident in their ability to create new opportunities and service existing clients to assist with the firms'...

  • CHARTERED or FULL DIPLOMA QUALIFIED FINANCIAL ADVISOR

    3 weeks ago

    Gerrards Cross, Buckinghamshire, United Kingdom Reed Full time

    A wonderful and very successful Financial Services business is Looking to recruit an experienced, enthusiastic, and driven qualified Independent Financial Adviser to complement the existing team. The successful candidate will be hugely skilled in Pensions and Investments on the Advisor side & confident in their ability to create new opportunities and service...

  • Financial Adviser

    3 weeks ago

    Gerrards Cross, United Kingdom Clear IT Recruitment Full time

    My client is searching for a Financial Adviser to join their growing firm based in Gerrards Cross, Buckinghamshire on a hybrid basis.The roleWe are seeking an experienced, enthusiastic, and driven qualified Independent Financial Adviser to complement our existing team. The successful candidate will be confident in their ability to create new opportunities...

  • Financial Adviser

    4 weeks ago

    Gerrards Cross, United Kingdom Clear IT Recruitment Full time

    My client is searching for a Financial Adviser to join their growing firm based in Gerrards Cross, Buckinghamshire on a hybrid basis.The roleWe are seeking an experienced, enthusiastic, and driven qualified Independent Financial Adviser to complement our existing team. The successful candidate will be confident in their ability to create new opportunities...

  • Home-based Financial Adviser

    1 month ago

    Gerrards Cross, Buckinghamshire, United Kingdom Clear IT Recruitment Full time

    My client is searching for a Financial Adviser to join their growing firm based in Gerrards Cross, Buckinghamshire on a hybrid basis. We are seeking an experienced, enthusiastic, and driven qualified Independent Financial Adviser to complement our existing team. IFA experienced in pensions and investments. • Proven track record - minimum 3 years• A...

  • Financial Adviser

    1 month ago

    Gerrards Cross, Buckinghamshire, United Kingdom Clear IT Recruitment Full time

    My client is searching for a Financial Adviser to join their growing firm based in Gerrards Cross, Buckinghamshire on a hybrid basis. The role We are seeking an experienced, enthusiastic, and driven qualified Independent Financial Adviser to complement our existing team. The successful candidate will be confident in their ability to create new...