Ifa Administrator-must Have Intelligent Office

2 weeks ago

Kent, United Kingdom Financial Divisions Full time

**plus Bonus, great benefits including Bonus, Study**

My client, a very successful firm of Financial Planners are looking to strengthen their Administration team due to increased levels of referrals and recommendations. Established over 10 years ago and with yea on year growth their Financial Planning teamhave enjoyed security, each member of the team having a voice in the practice, working within an excellent office space close to local amenities and benefiting from free parking.

As an experienced IFA Administrator, you will have the opportunity of becoming involved in the following -- Delivering a proactive and efficient support service to directors and consultants of their Wealth Management clients.
- Involved in new business and servicing administration as well as general administration and special projects with direct responsibility for aspects of the administration and will be expected to manage these tasks appropriately.
- Assisting the office manager with the development and implementation of changes to administration procedures to enhance efficiencies and to continually consider improving procedures and processes.
- Attending relevant internally and externally arranged meetings and courses and provide feedback after the event, including how benefits / changes can be implemented on a day-to-day basis.
- Contributing to the development of the team and the business in general through suggestions, feedback, and involvement in team meetings.
- Ensuring back-office records are accurately maintained and updated as changes occur or are advised. You will help your colleagues during periods of sickness or increased workloads and during their holiday.
- Processing commission and fee statements, raising invoices within I.O. so should preferably have experience in this area.

**About you**

To be considered for this role you must demonstrate only 2 things-- Already acquired IFA Administration experience
- A working knowledge of Intelligent Office

This position represents an excellent opportunity to join a successful firm in their field of expertise where you can play a major part in the administration of the business allowing you to build on your existing skills and knowledge and enjoy a long term,rewarding role within a supportive and encouraging environment.

**To register your interest, please call Camilla Howden.

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