IFA Administrator

3 weeks ago

Fareham, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Title: IFA Administrator

We are seeking a highly organized and detail-oriented IFA Administrator to join our team at Artemis Recruitment Consultants Ltd. As an IFA Administrator, you will play a crucial role in supporting our Financial Advisers in delivering exceptional client service and ensuring the smooth operation of our financial planning services.

Key Responsibilities:
  • Provide administrative support to Financial Advisers, including preparing client records, data gathering, and application form preparation and submission.
  • Assist in promoting the company's services in a professional and FCA compliant manner.
  • Deal effectively with client queries and communicate with clients and other parties through effective communication.
  • Record client communications, including written, oral, and electronic communications, and maintain accurate records.
  • Collect and collate information and data about clients, in accordance with the principles of 'know your client' and company policy.
  • Work with Financial Advisers to discuss client objectives, identify information necessary to compile financial reports, and liaise with product providers and other third parties to acquire additional information.
  • Assist in identifying areas for planning and sourcing solutions suitable to meet client needs and objectives.
  • Prepare suitability letters and reports for approval by Financial Advisers, in line with company policy.
Key Skills:
  • Understanding of the Financial Planning process.
  • Able to work within defined business processes.
  • Ability to achieve agreed outcomes without supervision.
  • Prioritise and plan own workload.
  • Detailed and accurate.
  • Articulate.
  • Excellent interpersonal skills, both written and verbal.
  • Ability to multitask and prioritise effectively.
  • Good IT skills.
  • Good report writing skills.
  • Ability to work independently and in a team.
Knowledge & Experience:
  • Experience of maintaining good working relationships in the delivery of financial advice services or similar 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.

The successful candidate will be delivery orientated and a well-organised individual, with experience within a financial planning environment. We are looking for someone who is CII or RO part qualified, with a salary which reflects this experience.

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