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Financial Services Administrator

2 months ago

Barnet, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time
IFA Administrator Job Description

We are seeking a highly organized and detail-oriented IFA Administrator to join our team at Artemis Recruitment Consultants Ltd.

Key Responsibilities:

  • Collate and maintain accurate client records, ensuring all necessary compliance documentation is in place.
  • Assist Financial Advisers in preparing recommendations and suitability reports, including data gathering and application form preparation.
  • Communicate effectively with clients, recording all interactions on their file in line with company policy.
  • Identify areas for planning and sourcing solutions to meet client needs, including tax calculations where necessary.
  • Prepare suitability letters and reports for approval by the Financial Adviser, along with associated documentation.
  • Support administrative functions, such as new business processing, income matching, and management information.

Requirements:

  • Understanding of the Financial Planning process and ability to work within defined business processes.
  • Ability to achieve agreed outcomes without supervision, prioritizing and planning own workload.
  • Detailed and accurate, with excellent interpersonal skills and good IT skills.
  • Ability to multitask, prioritize effectively, and work independently and in a team.

Knowledge & Experience:

  • Experience in maintaining good working relationships in a financial advice services environment.
  • Ability to assess information, make comparisons, and identify critical features.
  • Ability to acquire, update, and apply new skills and knowledge.
  • Set own goals and want to deliver agreed targets, retaining supporting records for review.