IFA Administrator
4 weeks ago
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 clients in the financial services industry.
Key Responsibilities:- Concert Database Management: Utilize the Concert database to manage client information and progress logging.
- Platform Management: Manage client financials, including ISA's, investment, and retirement accounts, using the platform.
- Communication: Respond to regular enquiries and requests for information from the Concert database and the platform.
- Compliance: Ensure all soft and hard copy information held by our company meets compliance and regulatory standards under Openwork and the FCA stipulations.
- Client Support: Provide a flexible, accommodating, and supportive service to clients, including calling clients, providers, and other parties to progress client casework.
- Marketing Support: Assist with marketing activities and initiatives.
- Attention to detail
- Eagerness to learn
- Positive attitude
- Ability to prioritize
- Desire to change, grow, and improve
- High personal integrity
- Task & outcome focused
- Solution driven
- Ability to follow instructions & accept feedback
- Flexible & receptive to changing priorities
- Team player
- Naturally helps others
- Good listener
- Honest & strong work ethic
- Good sense of humour & friendly disposition
- Takes pride in getting it 100% right
- Numerate and able to tackle numerical tasks with logic
- Self-time management, organized, tidy-minded
- Intermediate to advanced knowledge of MS Excel
- Proficient to intermediate knowledge of MS Word, Outlook
- Ability to check your own work for inaccuracies and inconsistencies
- Professional, warm, and friendly communication skills via telephone, email, written correspondence
- Hospitable, welcoming, and thoughtful towards all visitors
- Willingness to ask questions, raise concerns, and ask for help
- Experience within financial services administration, IFA, or provider side
- Desire to build knowledge and gain relevant qualifications
- A passion to develop a career within the financial services industry
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