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Senior Financial Administrator

2 months ago

Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time
Senior IFA Administrator Job Description

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

Key Responsibilities:
  1. Provide effective communication with clients and other parties, ensuring all queries are dealt with promptly and efficiently.
  2. Record all client communications, including written, oral, and electronic interactions, in line with company policy and maintain accurate records.
  3. Collect and collate client information, ensuring compliance with 'know your client' principles and company policy.
  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 acquire additional information, assess client needs, and formulate recommendations.
  6. Assist in identifying areas for planning and sourcing solutions, including tax calculations where necessary.
  7. Prepare suitability letters and reports for approval by Financial Advisers, ensuring compliance with company policy.
  8. Support administrative functions, such as new business processing, income matching, and management information.
Requirements:
  1. Technical knowledge validated through internal assessment.
  2. Pass probation with 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. Prioritise and plan own workload.
  5. Detailed and accurate.
  6. Articulate.
  7. Excellent interpersonal skills, both written and verbal.
  8. Ability to multitask and prioritise 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 financial advice services or similar environments.
  2. Ability to assess information, make comparisons, and identify critical features.
  3. Set own goals and want to deliver agreed targets.