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Administrative Support Specialist
2 months ago
Job Summary:
We are seeking a highly organized and detail-oriented IFA Administrator to join our team at Taylor James Professional Recruitment. As an IFA Administrator, you will play a crucial role in supporting our financial planning team by processing new business applications, submitting transaction requests, and maintaining accurate records of client financial situations.
Key Responsibilities:
- Process new business applications across key financial products, ensuring timely and accurate submissions.
- Submit transaction and trade requests, including fund switches on and off platform, to meet client needs.
- Obtain illustrations and product literature to support client decision-making.
- Acquire client portfolio valuations to ensure accurate financial assessments.
- Prepare annual review packs for client meetings, highlighting key financial insights and recommendations.
- Act as a key point of contact for financial planners and clients, providing exceptional customer service and support.
- Liaise with product providers to ensure seamless transactions and client satisfaction.
- Action LOAs (Letters of Authority) to facilitate client transactions.
- Maintain accurate and up-to-date records of client financial situations, ensuring compliance with regulatory requirements.
Requirements:
- Minimum 1 year of experience in IFA/financial planning administration, with a strong understanding of financial products and services.
- Experience with Intelligent Office or similar software is highly desirable.
- Knowledge of provider platforms and ability to navigate complex financial systems.
- Highly organized and detail-oriented, with excellent time management and communication skills.
What We Offer:
- A competitive starting salary of up to £34,000, plus bonus opportunities.
- Flexible home working arrangements to support work-life balance.
- 25 days of annual leave, plus bank holidays.
- Full study support, including training courses and professional development opportunities.
- Structured career progression and opportunities for advancement.
- A dynamic and supportive team environment, with a focus on collaboration and innovation.
