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Senior IFA Administrator
2 months ago
About the Company:
Brook Street is a leading recruitment agency that specializes in placing talented individuals in exciting roles within the financial services sector.
Why Apply?
- Career Growth: Brook Street offers a supportive and collaborative environment that fosters career development and growth opportunities.
- Flexible Working: Our clients offer flexible working arrangements, including hybrid work options, to ensure a great work-life balance.
- Supportive Team: Work with a team of experienced professionals who are passionate about delivering quality results.
Key Responsibilities:
- Efficient Administration: Manage new business submissions and track progress across investment platforms, ensuring timely and accurate processing.
- Attention to Detail: Prepare, process, and monitor new business applications, maintaining a high level of accuracy and attention to detail.
- Client Service: Oversee client annual review packs from start to finish, ensuring a seamless and efficient experience.
- Problem Solving: Adapt to industry changes and suggest process improvements, demonstrating a proactive and innovative approach.
- Collaboration: Work closely with colleagues and maintain a positive, proactive approach, ensuring effective communication and teamwork.
What You Bring:
- Experience: A solid background in Financial Services, particularly with IFA firms, with a strong understanding of industry regulations and best practices.
- Motivation: A can-do attitude and passion for delivering quality results, with a strong desire to learn and grow within the company.
- Tech Skills: Experience with Intelligent Office (IO) and Microsoft Office, with a strong understanding of software applications and systems.
- Organisational Skills: Strong attention to detail and the ability to work both independently and in a team, with excellent time management and prioritization skills.
