IFA Administrator

2 days ago


Knutsford, Cheshire East, United Kingdom Bond Rec Full time
{"title": "Job Description", "content": "Job Title: IFA Administrator

Bond Rec is seeking a highly organized and detail-oriented IFA Administrator to join our Client Services team. As an IFA Administrator, you will play a crucial role in supporting our team of client-facing advisers in delivering exceptional client service.

Key Responsibilities:
  • Process new business and maintain accurate records using our internal back office system.
  • Receive and act on instructions from advisers and paraplanners following client meetings.
  • Prepare and produce letters, reports, and invoices.
  • Liaise with clients and product providers on outstanding documents and queries.
  • Ensure all client files are compliant on an ongoing basis.
Requirements:
  • At least 2 years' experience working in a Business Support role, for a financial planning organization.
  • Experience of using computer-based management systems, including Wrap/Platforms.
  • Computer literate, conscientious, and have a good attention to detail.
  • Excellent communication skills, both written and verbal.
What We Offer:
  • Competitive salary based on experience and qualifications.
  • 23 days holiday.
  • 4 x Death in Service Benefit.
  • Employer Pension Contributions.
  • Flexible working.
", "lang_code": "en"}
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