Ifa Administrator

4 weeks ago

Altrincham, United Kingdom Dunham Wealth Full time

Overview:
Our subsidiary business, Dunham Wealth is seeking an IFA Administrator to join their small but busy team based in Altrincham. Dunham is an independent boutique wealth management company with over 30 years experience in advising high net worth clients.

The objective of this role is to support the advisers with an efficient administrative support function; and to ensure that work is processed accurately and without delay.

Key responsibilities:

- Send letters of authority and requests for information to providers. Chase information and check that everything is obtained in order to progress the case
- Set up and input client data in the back office system (Intelligent Office)
- Use provider platforms to process new business, ensure that all requirements to complete the business are met
- Liaise with providers to ensure that new business is transacted correctly
- Prepare client files for annual reviews including obtaining plan valuations
- Process fund switches on provider platforms
- Produce client letters as required
- Assist the advisers by providing administrative support to complete actions from client meetings
- Maintain the accuracy of client data by continuously updating records and logging case activity
- Ensure that files/cases remain compliant
- Deliver exceptional customer service both in person and over the phone
- Maintain organised electronic filing systems
- Escalate breaches or complaints to the Compliance Manager

**Skills**:

- Proficient in Microsoft packages (Outlook, Word, Excel, Teams)
- Fast and accurate data input skills
- Strong organisational skills and able to manage multiple tasks efficiently
- Excellent written and verbal communication skills
- Ability to prioritise tasks effectively with good time management skills

About you:
You must have a good working knowledge of the financial services sector and ideally have at least 1 years experience working in a similar role, supporting financial advisers

You will preferably have experience of Intelligent Office and using various provider platforms

Dunham offers the opportunity to be part of a small, friendly team. Hours of work are Monday to Friday 9am to 5pm although there is some flexibility with the start and finish times. We offer 25 days holiday plus an additional day off for your birthday, life insurance, pension scheme and some flexibility to work from home following successful completion of the probationary period.

Pay: £28,000.00-£30,000.00 per year

**Benefits**:

- Company events
- Company pension
- Life insurance
- Store discount
- Work from home

Schedule:

- 8 hour shift
- Monday to Friday

Application question(s):

- Do you have a minimum of 1 years experience in the financial services sector, supporting financial advisers?

Work Location: In person

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