Financial Administrator
2 days ago
Bond Recruitment is seeking a part-time IFA Administrator to support a well-established Chartered Financial Planning firm in St Helens, Merseyside.
This office-based position involves providing comprehensive administrative support to financial advisers, including:
- Managing diaries and emails
- Arranging appointments
- Communicating with clients and third parties via phone and email
- Preparing letters and reports
- Tracking activities
- Managing incoming and outgoing post
- Preparing documents for adviser meetings and ensuring accurate client information recording
- Processing new business, such as investments and pension applications
- Processing ongoing client work
- Being the primary point of contact for clients and responding to client queries
- Responsibility for the full LOA process, including contacting clients for plan details, sending information to providers, and following up with providers to receive full plan information
Requirements:
- To work accurately and proficiently with attention to detail
- To take and execute instructions accurately
- Proficiency in MS Office 365 and other industry-related tools
- Excellent spoken and written communication skills
- Proficiency in the Intelligent Office Back Office System
- Relevant experience working in an admin role within an Independent Financial Advisory Firm
- Proficiency in dealing with investments and pensions administration
- Proficiency in dealing with Platform and Provider Portals
- Ability to manage own workload, adapting and flexing to the needs of the business
- Ability to work independently and take initiative to be productive
- Self-motivated with a can-do and tenacious attitude
- Good organisation skills and efficient time management skills
- Desire, drive, and adaptable mindset to be part of a growing practice
- Embracing Change: Responds positively to change, embracing and using new practices or values to accomplish goals and solve problems
Experience:
- Pension & Investment administration: 3 years
- Financial Planning/advice administration: 3 years
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