IFA Administrator

4 weeks ago

London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Title: IFA Administrator

We are seeking an experienced IFA Administrator to join our team at Artemis Recruitment Consultants Ltd. As an IFA Administrator, you will play a crucial role in providing administrative support to our client, ensuring the smooth operation of their business.

Key Responsibilities:
  • Concert Database Management: Daily use of the Concert database to manage client information and progress logging.
  • Platform Management: Daily use of the platform for client financials, including ISA's, investment, and retirement accounts.
  • Liaising with Providers and Team Members: Regular communication with providers and team members regarding the platform and client information.
  • Responding to Enquiries: Responding to regular enquiries and requests for information from the Concert database and the platform.
  • Compliance and Regulatory Standards: Ensuring all soft and hard copy information held by the client meets compliance and regulatory standards under Openwork and the FCA stipulations.
  • Client Communication: Calling clients, providers, and other parties to progress client casework.
  • Plan Information: Gathering and processing plan information from providers.
  • Meeting Packs: Preparing thorough and accurate meeting packs for new clients and client reviews.
  • Administrative Support: Providing administrative support to the team, including answering calls, responding to inbound enquiries, and scanning client files.
Requirements:
  • Attention to Detail: Ability to maintain attention to detail and accuracy in all tasks.
  • Eagerness to Learn: Eagerness to learn and develop skills in the financial services industry.
  • Positive Attitude: Positive attitude and willingness to work in a fast-paced environment.
  • Ability to Prioritise: Ability to prioritise tasks and manage time effectively.
  • Desire to Change and Grow: Desire to change, grow, and improve in the role.
  • High Personal Integrity: High personal integrity and ability to maintain confidentiality.
  • Task and Outcome Focused: Ability to focus on tasks and outcomes, with a solution-driven approach.
  • Ability to Follow Instructions: Ability to follow instructions and accept feedback.
  • Flexible and Receptive: Flexible and receptive to changing priorities and tasks.
  • Team Player: Ability to work as part of a team and support colleagues.
  • Naturally Helps Others: Naturally helps others and provides support when needed.
  • Good Listener: Good listener and communicator.
  • Honest and Strong Work Ethic: Honest and strong work ethic, with a commitment to delivering high-quality results.
  • Good Sense of Humour and Friendly Disposition: Good sense of humour and friendly disposition, with a positive attitude towards colleagues and clients.
Knowledge and Skills:
  • Numerate and Able to Tackle Numerical Tasks: Ability to perform numerical tasks with logic and accuracy.
  • Self-Time Management: Ability to manage time effectively and prioritise tasks.
  • Intermediate to Advanced Knowledge of MS Excel: Intermediate to advanced knowledge of MS Excel, with the ability to create and manage spreadsheets.
  • Proficient to Intermediate Knowledge of MS Word and Outlook: Proficient to intermediate knowledge of MS Word and Outlook, with the ability to create and manage documents and emails.
  • Ability to Check Own Work: Ability to check own work for inaccuracies and inconsistencies.
  • Professional, Warm, and Friendly Communication Skills: Professional, warm, and friendly communication skills, with the ability to communicate effectively with clients and colleagues.
  • Hospitable, Welcoming, and Thoughtful: Hospitable, welcoming, and thoughtful towards all visitors, whether clients, providers, or suppliers.
  • Willingness to Ask Questions: Willingness to ask questions, raise concerns, and ask for help when needed.
  • Career and Salary Progression: Career and salary progression expected, with opportunities for growth and development.

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