Administrative Assistant

6 days ago


Sutton Coldfield, United Kingdom Premier Jobs UK Full time
About the Role

This is an exciting opportunity to join a small, close-knit team as an IFA Administrator in a local independent financial planning firm. As a key member of the team, you will provide administrative support to the Financial Advisers and other support staff to ensure the smooth delivery of financial planning services to clients.

Key Responsibilities
  • Maintain and update the company's CRM system (Intelligent Office) for new and existing clients, ensuring accurate and up-to-date records.
  • Efficiently and accurately submit new business cases and follow them through to completion, ensuring timely and effective communication with clients and stakeholders.
  • Competently undertake withdrawals, deposits, and fund switches as requested, ensuring seamless execution and minimal disruption to clients.
  • Issue letters of authority and liaise with providers to ensure business is promptly actioned, maintaining high levels of client satisfaction.
  • Handle client queries by phone and email to an excellent standard, providing clear and concise information and resolving issues promptly.
  • Arrange client meetings and assist with meeting preparation, including updating cash flow models, preparing review packs, and valuation reports.
Requirements
  • 2+ years' experience of supporting Financial Advisers as an Administrator or similar, with a strong understanding of financial planning principles and practices.
  • Excellent written and verbal communication skills, with the ability to build strong relationships with clients and colleagues.
  • Proficiency in using software such as Intelligent Office, Cashcalc, Iress Exchange, and FE Analytics, with the ability to learn new systems and processes quickly.
About the Company

Premier Jobs UK is a leading recruitment agency specializing in financial services and administration. We are proud to partner with local independent financial planning firms to find talented individuals like you to join their teams.

Benefits
  • Salary of £28,000 - £32,000 depending on experience, with a bonus scheme linked to personal and business performance.
  • Hybrid working arrangement, with 2 days from home, allowing for a better work-life balance.
  • Opportunity to work with a close-knit team, where your suggestions and ideas are valued and implemented.


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