Ifa Administrator
3 months ago
Kingswood Group are pleased to be assisting a growing financial services firm with the recruitment of an IFA Administrator to be based in their Ipswich office.
With ideally a previous background working within a similar industry, the role will support a team of Independent Financial Advisor and Paraplanners.
**Duties will include;**
- Responding to all client requests and manage professionally ensuring positive experience
- Arranging client meetings
- Collate and manage information, preparing documents for meetings
- Updating and liaising between clients and colleagues
- Retrieving new and historic information about individual clients
- Ensuring records are up to date of written or electronic communication with colleagues, clients and third parties
- Manage LOA end to end process
- Working to deadlines
**Skills required**:
- Prior experience of working within a similar role
- Understanding the advice process
- A strong work ethic and flexible attitude
- Excellent organisation skills
- Knowledge of industry specific software
- Microsoft Word, Excel and Outlook knowledge
- Ability to prioritise work and manage own workload efficiently
- Attention to detail
**Benefits offered**:
- 22 days holiday + BH
- Healthcare - cashplan
- Pension
- Discount vouchers
- Free parking
- Flexible working - up to 2 days a week after probation
With working from home 2 days a week after probation, this is an exciting opportunity for an individual to join a passionate and professional team who hold their vision and values at the centre of everything they do.
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