IFA Administrator Role
1 day ago
We have an exciting opportunity for a skilled IFA Administrator to join our team at Heat Recruitment.
Compensation: up to £32,000 per year
The ideal candidate will provide administrative support to IFAs, ensuring a smooth client experience.
Main Responsibilities
- Support IFAs: Assist IFAs in preparing reports, correspondence, and documentation.
- Client Services: Act as the primary point of contact for clients, delivering exceptional customer service.
- Scheduling: Coordinate advisors' schedules and manage client meetings.
- Application Processing: Process financial applications, letters of authority, and investment transfers.
- Application Tracking: Monitor and follow up on pending applications, ensuring timely completion.
- Reporting: Prepare valuation reports and assist with portfolio reviews.
- Team Collaboration: Work closely with IFAs, paraplanners, and administrative staff to deliver a unified client service.
Essential Qualifications
- Experience: Previous experience in financial services administration or a comparable role.
- Technical Skills: Proficiency in Microsoft, Aviva, and IO software.
- Organizational Skills: Strong organizational skills and attention to detail.
- Communication Skills: Excellent communication and interpersonal skills.
- Financial Acumen: Knowledge of financial products, including pensions, investments, and insurance.
- Compliance Awareness: Understanding of FCA regulations and compliance requirements.
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