Ifa Administrator

6 days ago

Bury St Edmunds, United Kingdom Templegate Full time

**TEMPLEGATE RECRUITMENT**
**Financial Services Specialist Recruiters**

**Job Title**: Financial Services Administrator

**Location**: St. Edmunds

**Benefits**: Completive Salary, pension, Life Insurance, Cash Plan, Study Support, Fantastic Holiday Allowance.

**Salary**: £25k ~ £35k Depending on experience.

**About the Company**:
Our Clients are recognised as one of the largest independent regional advisers. For over 30 years, their specialist teams have supported their clients in the construction of sound financial plans for their families or their businesses alike; enabling them to make financial planning decisions based on the advice they have provided them.

**What Your Day to Day Duties Will Include**:
**Client Servicing**
- Liaise with clients, dealing with queries and servicing requirements.
- Preparing packs for client review meetings including generating schedules from the back-office system (Intelliflo), cash flow, analytics graphs and completing other checks
- Completing post meeting actions and conduct various housekeeping checks
- Undertake specific tasks, e.g., annual ISA utilisation project for clients, CGT reporting

**New Business**
- Arranging completion of policy analysis, liaising with providers capturing a full audit history of information provided and transposing onto policy analysis summaries
- Collating documents, drafting suitability letters and increment letters
- Generating in house cash flow reports.

**Platforms and Providers**
- Working with platforms and providers to generate wizards for new instructions and account changes to ensure clients’ holdings are correctly actioned, monitored and managed
- Work with providers to make sure information and documentation is made available at the correct time

**Product and Technical Knowledge**
- CPD requirements are exceeded by undertaking regular learning and reading
- Regular training on provider systems and changes in legislation
- Annual testing to ensure core competence is maintained
- Managing the volume and prioritisation of work
- Ability to manage and organise your work and excellent attention to detail
- Delivering a higher standard of service than competitors to retain clients and exceeding the expectation of new clients

**What is Needed to Be Considered For This Role**:

- Willingness to work hard and have a ‘can do’ attitude
- Strong verbal and written communication skills
- Ability to understand and adhere to regulatory requirements and internal policies
- IT literacy and ability to work with a number of systems and insurer systems
- Attention to detail and accuracy and ability to proof check your work and others - Team working and flexibility
- Methodical and organised working practices enabling deadlines to be met
- Experience to work within a team and able to prioritise and juggle work by liaising with colleagues
- Ability to adapt to new technology and ways of working digitally
- Taking an interest in processes and systems and feeding back where a process could be developed or improved
- Always behaving in a professional manner both in the office and with clients

**Job Types**: Full-time, Permanent

**Salary**: £25,000.00-£35,000.00 per year

**Benefits**:

- Company pension
- Free parking
- On-site parking
- Work from home

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Bury St. Edmunds: reliably commute or plan to relocate before starting work (required)

Work Location: Hybrid remote in Bury St. Edmunds

Reference ID: 1543

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