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Financial Planning Administrator

2 weeks ago

Lytham St Annes, United Kingdom Independent Resourcing Consultancy Full time

**Company - Details**
- Company NameCountrywide Financial Solutions
- Company Description
- Address 19a Clifton St, Lytham Saint Annes Lancashire FY8 5EP United Kingdom

**Contact - Details**
- NameLouise Jackson
- CompanyCountrywide Financial Solutions
- Mobile Phone
- Work Phone

**Recent Notes**

IRC is delighted to be recruiting an experienced IFA Administrator on behalf of our client, a well respected provider of Independent Financial Advice and Mortgages close to Lytham, Lancashire.
You will be working in a small friendly administration team providing top quality administration support to the IFAs and their clients. You will be a strong team player but also able to work independently using your initiative. You must possess excellent organisationalskills with the ability to work to tight deadlines and handle multiple tasks simultaneously. Being able to prioritise and manage your workload effectively is important as this is a very busy role.

**The Role**:

- Dealing with adhoc queries from Advisers/Clients/Providers
- Tasks to be recorded and maintained via back-office systems
- Maintenance of client files
- Postal activity (incoming/outgoing)
- New business processing (Online/Post)
- Loading relevant data on to back office
- Processing Letters of Authority
- Valuations
- Liaise with 3rd Party Providers & Paraplanners
- Preparing Client Meeting Packs
- Gather quotes / illustrations / Fact Sheets / Order Projections
- Booking Client Review Appointments & Managing IFA's diary
- Print & Bind Client Suitability Reports
- Administration of client investment funds, constructing client portfolios
- Update IFA & Client of progress on New Business cases
- Maintenance of all client policy data & associated income expectancies
- Process Client Withdrawals as and when required

**Requirements**:
**Skills**
- Good communication skills, both oral and written
- Excellent administrative skills
- Accurate keyboard / data entry skills
- Excellent accuracy skills and attention to detail
- An excellent team player with an adaptable and flexible approach to work
- Ability to build and develop effective working relationships at all levels

**Experience**
- Experience within an administration role - Essential
- Financial services industry experience - Ideal
- Experience of working within defined service standards, policies and procedures
- Longevity and proven commitment within previous employment - Essential

**Knowledge**
- Good knowledge of Microsoft Office
- A proven track record in delivering excellent client satisfaction
- A good knowledge and understanding of a wide range of financial products - Ideal
- Basic knowledge of regulatory requirements - Ideal