Ifa Administrator

2 weeks ago

Leicester, United Kingdom Clever-HR Full time

Our client is a well-established Financial Services business based in the East Midlands. The company seek an IFA Administrator to join the firm, where you will get a competitive salary, employee benefits and the opportunity to further develop your careerwithin the Financial Planning industry.

As IFA Administrator, you will undertake the following tasks:

- Provide client valuations on request.
- Export IT data from one system to another and assist with mail merges.
- Take individual projects from consultants and work independently on them.
- General filing and post duties.
- Maintain accurate client information on the system (Back Office system and websites).
- Produce correspondence to clients in an efficient and professional manner
- New business process - online submissions.
- Liaise with consultant and paraplanners and provide administrative support for their roles.
- Reception duties - answering calls.
- Maintain a full and efficient diary system whilst monitor own workflow and prioritisation of outstanding work.
- Fully and accurately recording telephone conversations and maintain spreadsheet records.
- Administration duties e.g. photocopying, post, maintain paper and electronic filing systems
- Maintain an understanding of current financial planning legislation.
- Ensure compliance with HMRC, legislative and internal procedures as well as FCA regulations, Anti Money Laundering requirements, TCF and Data Protection issues.

**About you**:

- 1 year experience within Financial Planning
- Good personal organisational skills with the ability to prioritise your own workload.
- Proactive, enthusiastic, driven.
- Analytical with good attention to detail.
- Works well under pressure.
- Good communication skills.

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