Ifa Administrator

6 days ago

Kingston Upon Thames, United Kingdom Cranleigh Personnel Full time

Job title: IFA Administrator - 4 day week plus Hybrid Working

Location: Kingston-Upon-Thames

**Salary**: £25,000 - £35,000 - Depending on experience

Are you a IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you.

Our client, a well-established firm are looking for an IFA Administrator / Wealth Planning Administrator to join their friendly team, providing the highest quality of support to the Financial Planners.

One of the main benefits of this role has to be the exceptional work-life balance and flexibility on offer. The role involves a 4-day working week, and these days can be split between two days working from home, and two days in the office with the lovelyteam. The offices are also in a great high street location.

On top of the home office working split, the role also offers flexibility with hours on these four days. truly a company that understands work-life balance and other life commitments.

Main Duties
- Provide high quality support to team
- Assist Advisers in the production and issuing of client advice, including liaison with
- product providers and undertaking product research
- Prepare and issue client reviews including obtaining product specific information, for
- example switch fees and funds available and charges
- Issue client advice, correspondence and enclosures
- Process all new business through to conclusion
- Maintain task schedules and tracker spreadsheets to monitor service standards
- Adhere to the FCA’s Conduct Rules
- Act with honesty and integrity in all dealings with clients and peers alike
- Keeping the company database up to date, ensuring that all tasks allocated to you on the system are reviewed daily, actioning or allocating to others as necessary.
- Ensure registers and logs are kept up to date and reviewed on a regular basis.
- Take responsibility for dealing with client 'issues’ to achieve a satisfactory conclusion.
- Communicate with colleagues on compliance matters as they arise and highlighting any areas of specific interest.
- Assist the Management Team on any administrative or office-based tasks as deemed appropriate.

Personal Attributes
- Strong work ethic
- Good telephone manner
- Experience of dealing with customers both written and verbally
- Thriving within a busy varied role
- Can do attitude
- Team player but also self-motivated and able to work on own initiative
- Keen to learn and develop skills to ensure develop best competency within the role
- Organisational and prioritisation skills
- Strong attention to detail.

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