ifa administrator

22 hours ago

Bognor Regis, United Kingdom CV-Library Full time

TEMPLEGATE RECRUITMENT
Financial Services Specialist Recruiters

Job Title: IFA Sales Support

Location: Bognor Regis

Salary: Up to £30,000 (based on experience and qualifications)

About the Company:
We are recruiting on behalf of a well-established and highly successful Independent Financial Advisory (IFA) firm that offers comprehensive financial planning and investment advice. They are seeking a professional, detail-oriented individual to provide vital administrative support.

Key Responsibilities:

* Liaising with plan providers to obtain client information, valuations, and documentation.

* Completing, checking, and accurately inputting client details into Intelligent Office (IO) software.

* Maintaining and updating client records to ensure accuracy and compliance.

* Handling the submission and verification of new business applications to providers.

* Preparing, printing, binding, and sending reports, letters, and presentations.

* Managing incoming and outgoing correspondence, including letters, calls, emails, and faxes.

* Scheduling and coordinating meetings, including booking meeting rooms.

* Providing relevant documentation to Paraplanners and Financial Advisers.

* Ensuring adherence to Anti-Money Laundering (AML) regulations, FCA guidelines, Compliance standards, and Data Protection policies.

* Assisting with the preparation of client financial planning reviews.

What We're Looking For:

* Previous experience in administration, ideally within a financial advisory firm.

* A solid understanding of financial products (Pensions, ISAs, Life Cover, Mortgages, etc.).

* Prior experience with Intelligent Office (IO) software.

* Strong organisational skills and a meticulous approach to work.

* Excellent verbal and written communication skills.

* Strong numeracy and literacy abilities.

* A proactive, thorough, and diligent work ethic.

* Ability to establish positive working relationships at all levels, including with clients, colleagues, product providers, and third-party contacts.

* Proficiency in Microsoft Word, Excel, and Outlook.

Why Apply?
If this role sounds like a fit for you, apply today One of our specialist consultants will review your application and get in touch to discuss the opportunity in detail. During this conversation, we’ll assess your skills, motivations, and explore other relevant opportunities that align with your career goals

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