Administrative Assistant
3 days ago
Job Summary:
We are seeking an experienced IFA Administrator to join our client's team in Sheffield. 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 for key financial products, ensuring timely and accurate submissions.
- Submit transaction and trade requests, including fund switches on and off platform, to meet business needs.
- Obtain illustrations and product literature to support client meetings and business decisions.
- Acquire client portfolio valuations to maintain accurate records.
- Prepare annual review packs for client meetings, ensuring all necessary documentation is included.
- Act as a key point of contact for financial planners and clients, providing exceptional customer service.
- Liaise with product providers to resolve queries and ensure seamless business operations.
- Action LOAs (Letters of Authority) to facilitate business transactions.
- Maintain accurate records of clients' financial situations, ensuring compliance with regulatory requirements.
Requirements:
- Essential: IFA/financial planning administration experience, with a strong understanding of financial services and regulations.
- Desirable: Experience with Intelligent Office, knowledge of provider platforms, and high organizational skills.
What We Offer:
- A competitive starting salary of up to £28,000, plus bonus.
- The opportunity to work from home up to 3 days per week, promoting work-life balance.
- 25 days' holiday, allowing for relaxation and recharge.
- Full study support, including training courses, to enhance your skills and knowledge.
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