Senior IFA Administrator

1 month ago

Marlow, United Kingdom Blakemore Recruitment Full time

We are seeking a highly skilled and experienced Senior IFA Administrator to join our team at Blakemore Recruitment. The ideal candidate will have a strong understanding of Intelligent Office and a proven track record of delivering excellent administrative support in a financial services environment.

Key Responsibilities:

  • Providing administrative support to the Central Administration Team, ensuring the efficient and effective use of Intelligent Office.
  • Project work relating to data integrity, maintenance, and development of admin processes.
  • Technical support for client-facing admin teams in relation to the accurate use of Intelligent Office.
  • Developing and building relationships with clients, insurance companies, and advisers.
  • Preparing and submitting new business applications, including obtaining illustrations/quotations, product literature, and fund/transfer values.
  • Maintenance of client records using Iress, including inputting new business and updating client investments.
  • Scanning documentation and preparing valuations.
  • Competent use of investment platform for placing trades and managing client cash accounts.

Requirements:

  • 2-3+ years' experience within the independent sector of the financial services industry, in a relevant administration or operations role.
  • 2-3+ years' experience using Intelligent Office in an IFA administration role and a talent for working with systems and managing data effectively.
  • Excellent written and visual presentation skills with high attention to detail.
  • Excellent IT skills, being highly proficient in the use of Microsoft Office packages, including at least intermediate Excel knowledge.
  • Understanding of the needs of Financial Services teams and FCA rules and compliance.
  • A CII Certificate level qualification (and/or other relevant financial qualifications) will be an advantage.

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