Ifa Administrator

**An excellent role with a Brentwood based wealth management firm has come about for an experienced client support executive.**

There is a real team spirit as this firm and it is a unique opportunity where you can be part of a company that has extensive resources for you to develop personally and professionally. With an **excellent benefits and bonus** system in place you will be part of a diverse and dynamic team who are dedicated to providing stellar client services.

**What you will need to do**
- To train, develop and grow into experienced Wealth Planning Client Service Executive.
- To be able to provide proactive and efficient administration support in support of customer service excellence for new and existing clients.
- Obtain and understand information and quotations required by Wealth Planners/Para-Planners to enable them to research the client’s needs prior to recommendations, as and when required.
- Process new business from submission to completion in adherence to the service standards and operational Wealth Planning procedures and activity management.
- Learn to process and understand all the key servicing elements in support of our client’s needs and objects.
- Understand and follow compliant record keeping.
- Carry out all client administration in line with the compliance guidance as well as central policies and updates and department standard operating procedures.
- Keep Wealth Planners up to date with relevant information relating to client issues.
- Deal with incoming telephone calls relating to the above duties, and take messages for colleagues.
- Attend regular team meetings.

**The knowledge, skills and qualifications we're looking for**
- A-C grade GCSE, or equivalent, in Mathematics and English
- Previous experience within a financial planning firm though similar financial service providers will be considered.
- Good IT skills, especially with the Microsoft Office suite

**What you'll be like**
- **Passionate with a positive attitude**:

- Good administration skills, with high level of accuracy and attention
- Ability and willingness to learn processes and procedures
- Good written and oral communication skills at all levels, both internally and externally.
- Excellent telephone skills and experience in client liaison.
- Self-motivated and enthusiastic.
- Flexible, curious and willing to learn.

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

**Salary**: £26,000.00-£27,000.00 per year

**Benefits**:

- Additional leave
- Company events
- Company pension
- Life insurance
- Sick pay
- Wellness programme

Schedule:

- 8 hour shift
- Monday to Friday

Supplemental pay types:

- Bonus scheme

Ability to commute/relocate:

- Brentwood: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Financial services: 2 years (required)

Work Location: One location