Financial Services Administrator

3 weeks ago


Worthing, West Sussex, United Kingdom Blakemore Recruitment Full time

Position: IFA Administrator

Company: Blakemore Recruitment

We are seeking an IFA Administrator to become a vital part of our organization. The successful candidate will assist Financial Advisers in ensuring that all client documentation is handled with precision and adheres to company protocols.

Key Responsibilities:

  • Gather illustrations, essential features, and application forms from various Platform Providers
  • Assemble client meeting packs with all required documentation
  • Dispatch client documentation as necessary
  • Issue signed letters of authority and maintain updated client records
  • Prepare applications for new business
  • Address inquiries from IFAs, colleagues, clients, and providers
  • Foster client relationships with providers
  • Generate client valuation schedules
  • Oversee client plans and requests
  • Manage an efficient diary to keep all activities organized
  • Notify Advisers and Admin Manager of any client-related developments

Required Experience / Skills:

  • Proficient in Microsoft Office and general computer skills
  • Strong communication abilities
  • Client-oriented mindset
  • Highly organized and self-motivated
  • Solid understanding of the industry
  • Meticulous attention to detail
  • Accurate data entry and record maintenance skills
  • Desire to pursue professional qualifications (preferred)


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