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Senior Ifa Administrator

4 months ago

Maidstone, United Kingdom NJR Recruitment Full time

**Senior IFA Administrator**

**Location: Maidstone - Hybrid**

**£23,000 - £30,000 & discretionary bonus**

**Benefits**:

- Contributory pension scheme
- Death-in-service benefit
- Gym subscriptions, dental and optional treatments
- Flexible working options
- Enhanced Maternity, adoptive and paternity pay
- Loyalty bonus and additional holiday days, based on length of service

NJR is working with one of the UK’s leading independent financial advisory and wealth management firms. With over 30 years of experience and more than 200 accredited advisers national, our client has an exciting opportunity for a Senior IFA Administratorto join their existing Administration team. They are looking for people who wish to grow with them as a business. They take pride in supporting and paying for their staff to undertake professional qualifications relevant to the jobs role.

As an Senior IFA Administrator you would be working as a team to provide timely and efficient administration to support the IFA’s Wealth Management’s organisational strategy.

**Key Responsibilities will include**:

- To provide efficient administrative support to a number of IFA’s
- To be a point of contact for IFA’s, clients, life offices and members of the business
- Maintenance of all administration systems, ensuring all client data is accurate and up to date
- Maintenance of diary management system, ensuring daily workflow is completed accurately and in line with SLA’s
- Assist with the management of the IFA’s portfolio of existing business
- Ensure appropriate documentation is scanned and attached to the relevant client records
- Prepare and format reports in accordance with Company guidelines
- Prepare new business and review packs for IFA client meetings
- Obtain research when requested for protection and annuity products
- Provide mortgage research for IFA’s using online systems
- Obtain illustrations for products from providers either on-line or over the telephone
- Undertake filing, photocopying and scanning duties when required
- Process payment requests and surrenders using SLA’s and compliance guidelines
- Deal with fund switch requests and also be responsible for processing fund switches online (where applicable) and follow through to completion
- Obtain valuations/details on existing policies, ensuring the administration system is updated accurately

**Requirement**
- Previous experience of supporting advisers in an office administration support role is preferable
- Previous experience of coaching and supporting team members
- Effective organisational and planning skills
- Able to work to deadlines
- Able to forge and develop relationships
- Experienced using Microsoft Word, Excel & Outlook
- Delivery focused, with a drive for quality throughout
- Excellent interpersonal and communication skills
- Must have a keen eye for detail
- Willing to learn and develop
- Able to work as part of a team, or if required, under your own initiative

If you are interested in becoming a part of a growing community and have experience working within a Financial Services firm, get in touch or apply

NJR 13638