Administrative Assistant
4 days ago
Job Summary:
We are seeking an experienced IFA Administrator to join our client's team on a permanent basis. As an IFA Administrator, you will play a crucial role in supporting the financial planning team with administrative tasks, ensuring the smooth operation of the business.
Key Responsibilities:
- Process new business applications across key financial products, ensuring accuracy and efficiency.
- Submit transaction and trade requests, including fund switches on and off platform, in a timely manner.
- Obtain illustrations and product literature to support client meetings.
- Acquire client portfolio valuations to inform investment decisions.
- Prepare annual review packs for client meetings, highlighting key performance indicators.
- Act as a key point of contact for financial planners and clients, providing exceptional customer service.
- Liaise with product providers to resolve queries and issues.
- Action LOAs (Letters of Authority) to facilitate client transactions.
- Maintain accurate records of client financial situations, ensuring compliance with regulatory requirements.
Requirements:
- Proven experience in IFA/financial planning administration, with a strong understanding of financial products and services.
- Experience with Intelligent Office or similar software is desirable.
- Knowledge of provider platforms and ability to navigate complex systems.
- Highly organized and able to prioritize tasks effectively.
What We Offer:
- A competitive starting salary of up to £28,000, plus bonus.
- Flexible home working arrangement, with up to 3 days per week.
- 25 days annual leave, plus bank holidays.
- Full study support, including training courses and professional development opportunities.
- Structured career progression, with opportunities for advancement.
- A dynamic and supportive work environment, with a focus on employee well-being.
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