Ifa Administrator

3 weeks ago

Bath, United Kingdom Blakemore Recruitment Full time

We are currently recrutiing for a National Financia Planning who are looking to recruit an IFA Administrator to join their team.

**The Company**

They are an award-winning team of Independent Financial Advisers who provide a personal, independent and bespoke wealth management service to high net worth clients. They are an expanding business with offices in London, Leeds City Centre and Bath.

Are you looking for a rewarding career in financial services with an expanding, forward thinking company? Do you have a friendly and approachable manner and take pride in providing a professional, high quality and personal service to clients? If so, we aresearching for enthusiastic and hardworking individuals to join our team.

**The Role**

Your role will be to assist our Financial Advisers by providing full administrative support and maintaining close contact with our clients to deliver a professional, compliant and effective service. This is a fantastic opportunity to work within an operationalrole for a fast-paced, multi award-winning company.

During the current climate we offer the ability to work flexibly (both from home and in the office) once you are trained to a standard that you don’t need supervision. The modern offices are located in a stones throw from St Paul’s Cathedral in London.

**Key Responsibilities**
- To be the first point of contact for clients.
- Provide an excellent telephone-based service to clients both external and internal together with third party providers.
- Arrange client meetings and prepare client meeting packs to support allocated adviser(s).
- Processing and monitoring of all new business (both for new and existing clients).
- Ensure that financial transactions are completed correctly and files are fully FCA compliant.
- Manage and track pipeline activity providing regular progress updates to both client and adviser(s).
- Handle all ad-hoc valuation requests in a timely and compliant manner.
- Contact and liaise with relevant product providers/third parties to obtain accurate policy information for ad-hoc valuation production.
- Liaise with clients, solicitors and accountants as necessary in order to obtain relevant information and resolve queries.
- Handling the distribution of letters of authority and correspondence to clients, professional introducers and other third parties where appropriate.
- Maintain the CRM system (CURO) to ensure that KYC information for clients is entered fully and accurately.
- Process and issue client invoices including adviser charging arrangements and liaise with the Finance team to chase overdue payments.
- Ensure that all tasks on CURO are completed in line with company policy and procedures.
- Develop and maintain effective relationships with colleagues and third parties.
- Assess client file documents in accordance with compliance requirements, identifying and correcting remedial actions as requested.
- Be aware and act upon any compliance, risk and quality issues.
- Provide recommendations/improvement ideas to increase operational efficiencies within the team.
- On request from the Senior Client Services Associate, provide assistance with either workflow demands or training/guidance support to colleagues

**Knowledge, Skills & Experience**
- Strong operational experience within the Financial Services industry.
- A desire to further develop knowledge and to undertake relevant examinations to support understanding within the role.
- Minimum of Certificate in Financial Administration (CF1) or equivalent.
- Proficient IT skills in core Microsoft Office systems.
- Organisation and prioritisation skills.
- Excellent verbal and written communication skills with an eye for detail.
- Professional telephone manner

**Benefits**
- Share Scheme
- Company discretionary bonus scheme;
- Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm - 1 hour for lunch;
- 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period;
- Company Pension scheme;
- Private Healthcare*;
- Group Income Protection;
- Life Assurance;
- Eye Care Scheme;
- Wellbeing programme;
- Bike to Work Scheme;
- Full support with professional qualifications;

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