Ifa Administrator
2 weeks ago
A hugely successful and well-respected firm of accountants and financial advisors seeks an Administrator to join the Financial Advisory team.
The company:
Established in the 1920s, our client is an award-winning firm of auditors, accountants, and business advisors. Working with businesses, not for profits, and private individuals they strive to provide their clients with advice that helps them achieve their goals.Thanks to their commitment to developing their employees, the firm is going from strength to strength and continues to grow.
The role:
As IFA Administrator, you will be responsible for supporting the Financial Advisory team and clients. Reporting to the Client Services Manager you will:
*Process new business documentation
*Prepare for advisor/client appointments
*Act as the point of contact for clients liaising with advisors on their behalf, dealing with client queries, and ensuring they are dealt with in a timely manner
*Maintain and update internal systems
*Deal with advisor charges, fees, and commission inquiries
*Provide support to the Client Services Manager, plus the wider team with general administrative duties and ad-hoc tasks where required.
*Ensuring compliance procedures are followed at all times and adhering to strict FCA regulations
This role will also include general office administrative duties such as:
*Acting as the first port of call for clients via telephone, meeting and greeting them when visiting, and providing refreshments
*Booking all meeting rooms and ensuring the diary is up to date
*Dealing with post - incoming and outgoing
*Maintaining the client filing system
*Ensuring the office is kept tidy
This role will suit an experienced IFA Administrator, with a background in IFA and supporting client-facing advisors. You will have:
*Previous experience as an Administrator within financial services
*Strong Microsoft Office proficiency
*Strong planning and organisational skills
*Good communication skills - Able to communicate effectively at all levels, and with advisors and clients
*Good customer service skills, to ensure clients are satisfied and a positive customer experience is provided
This is a fantastic opportunity to join a well-regarded business, that is not only growing, but also continuously strives to develop its employees. As Administrator for the Financial Advisory team, you will be in receipt of a number of benefits including:
*Generous annual leave
*Hybrid working
*Permanent health insurance
*Group income protection
*Perkbox
*Tailored learning and development courses
ADMINISTRATOR
28 - 32K DOE
CITY OF LONDON
May & Stephens Ltd is acting as an Employment Agency in relation to this vacancy.
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