Financial Services Administrator

4 weeks ago

Woking, Surrey, United Kingdom KFS Recruitment Full time
IFA Administrator Job Description

We are seeking a highly organized and detail-oriented IFA Administrator to join our team at KFS Recruitment. As an IFA Administrator, you will play a crucial role in providing administrative support to our paraplanners and IFAs, ensuring the smooth operation of our financial services business.

Key Responsibilities:
  • Provide proactive administrative support to our paraplanners and IFAs, including preparing and processing documentation for new and existing clients.
  • Manage cases utilizing our various CRM portals and provider platforms, ensuring all compiled files meet compliance requirements.
  • Handle incoming queries from internal staff, clients, and external providers via email and telephone, providing exceptional customer service.
  • Liaise with product providers and other third parties, promoting our company's services in a professional and FCA-compliant manner.
Requirements:
  • Previous experience in an administrative role within the financial services industry.
  • GCSE Maths and English Language (or equivalent) - graded C or above.
  • Excellent written and verbal communication skills.
  • Strong numeracy skills.
  • Exceptional attention to detail.
  • Ability to understand and analyze financial and non-financial data.
  • Experience in communicating with and managing expectations with clients.
  • Desire to learn and develop.
  • High level of initiative.
  • Ability to work independently and as part of a team.
  • Literate with MS products including Outlook, Word, and Excel.
Benefits:
  • Discretionary annual bonus.
  • Pension (5% employer and 3% employee contributions).
  • Private Medical Insurance allowance (following completion of probationary period).
  • Hybrid office working.
  • 25 days' annual leave (Christmas close down not taken from annual leave allowance).
  • Study support.
  • Company-provided laptop and mobile phone.
  • Free parking.
  • Death in service cover.
  • Pathway to train as a Paraplanner.
  • Regular company social events.

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