Financial Services Administrator

5 days ago

Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time
IFA Administrator - Wokingham

We are seeking a skilled IFA Administrator to join our client's firm in the Wokingham area. This is a fully office-based position, where you will work closely with Financial Advisers to provide high-quality financial advice to clients.

Key Responsibilities:

  1. Effectively communicate with clients and other parties to resolve queries and provide excellent customer service.
  2. Record client communications, including written, oral, and electronic interactions, in accordance with company policy and ensure all necessary compliance documentation is accurate and up-to-date.
  3. Collect and collate client information, adhering to 'know your client' principles and company policy, to ensure all required compliance documentation is present and correct.
  4. Work with Financial Advisers to discuss client objectives, identify necessary information, and compile financial reports.
  5. Liaise with product providers and third parties to obtain additional information required to assess client needs and formulate recommendations.
  6. Assist in identifying areas for planning and sourcing solutions to meet client needs and objectives, including tax calculations where necessary.
  7. Obtain information, quotes, illustrations, and product details, and provide comparisons for analysis.
  8. Prepare suitability letters and reports for approval by Financial Advisers, in line with company policy, and prepare associated documentation as required.
  9. Provide administrative support, including new business processing, income matching, collating management information, and organizing future planning meetings with clients on behalf of Financial Advisers.
  10. Commit to continuous personal development, maintaining up-to-date knowledge and retaining supporting records for review.

Requirements:

  1. Technical knowledge may be validated through internal assessment.
  2. To pass probation, complete a series of short compliance money laundering and basic knowledge tests.

Essential Skills:

  1. Understanding of the Financial Planning process.
  2. Able to work within defined business processes.
  3. Ability to achieve agreed outcomes without supervision.
  4. Prioritize and plan own workload.
  5. Detailed and accurate.
  6. Articulate.
  7. Excellent interpersonal skills, both written and verbal.
  8. Ability to multitask and prioritize effectively.
  9. Good report writing skills.
  10. Ability to work independently and in a team.

Knowledge & Experience:

  1. Experience in maintaining good working relationships in the delivery of financial advice services or similar environment.
  2. Ability to assess information, make comparisons, and identify critical features.
  3. Set own goals and want to deliver agreed targets.

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