Senior IFA Administrator
1 month ago
We are seeking a highly skilled and experienced Private Client IFA Administrator to join our team in London. The ideal candidate will have a good understanding of Intelligent Office and be able to support the Central Administration Team in ensuring the efficient and effective use of our back-office system.
Purpose of Role
This role will involve project work relating to data integrity, maintenance and development of admin processes, and technical support for client-facing admin teams in relation to the accurate use of the system. As part of a long-term succession plan, the role has the potential to develop into a more senior role over a 2-3 year period.
Key Responsibilities:
- Supporting the effective use of iO to ensure the highest quality client service and role efficiency for client-facing administrators
- Administration support across client-facing admin teams
- Training documentation and delivery
- Working with the Compliance Department to ensure that processes meet with their requirements
- Supporting the team with the provision of accurate MI reporting
- Providing support and liaison between the accounts department and admin teams
Requirements:
- 2-3+ years' experience within the independent sector of the financial services industry, in a relevant administration or operations role
- 2-3+ years' experience using Intelligent Office in an IFA administration role and a talent for working with systems and managing data effectively
- Excellent written and visual presentation skills with high attention to detail
- Excellent IT skills, being highly proficient in the use of Microsoft Office packages including at least intermediate Excel knowledge
- Understanding of the needs of Financial Services teams and FCA rules and compliance
- A CII Certificate level qualification (and/or other relevant financial qualifications) will be an advantage
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