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Financial Services Administrator

2 months ago

Altrincham, Trafford, United Kingdom NJR Recruitment Full time
IFA Administrator Job Description

NJR Recruitment is partnering with a boutique firm of Independent Financial Planners to find an experienced IFA Administrator to join their team in Altrincham.

Key Responsibilities:
  • Provide administrative support to financial advisers, ensuring efficient processing of client cases.
  • Manage client data in the Intelligent Office system, ensuring accuracy and compliance.
  • Liaise with providers to process new business, ensuring all requirements are met.
  • Prepare client files for annual reviews, including obtaining plan valuations.
  • Process fund switches on provider platforms.
  • Produce client letters as required.
  • Assist advisers with administrative tasks, ensuring timely completion of actions.
  • Maintain accurate client records, updating information and logging case activity.
  • Ensure files and cases remain compliant.
  • Deliver exceptional customer service, both in person and over the phone.
  • Maintain organized electronic filing systems.
  • Escalate breaches or complaints to the Compliance Manager.
Requirements:
  • Proficient in Microsoft packages (Outlook, Word, Excel, Teams).
  • Fast and accurate data input skills.
  • Strong organizational skills and ability to manage multiple tasks efficiently.
  • Excellent written and verbal communication skills.
  • Ability to prioritize tasks effectively with good time management skills.
About the Role:

Candidates should have a good working knowledge of the financial services sector and at least 1 year's experience in a similar role, supporting financial advisers. Experience with Intelligent Office and provider platforms is preferred. The role offers the opportunity to work in a small, friendly team with flexible working hours and a range of benefits, including 25 days' holiday and life insurance.