Trainee IFA Administrator
2 weeks ago
Trainee IFA Administrator - Adviser Support
£25,500 per annum
Gerrards Cross
Full Time, Permanent
This is a full-time role, based in our client's office in Gerrards Cross.
Due to internal promotion, our client is seeking a mature and professional minded individual looking to begin their career in Financial Services.
Initially, your role will be to provide administrative support (training provided) to their advisory and technical team. Over time, the firm will support you to gain industry qualifications, whereby you can progress within the firm, if desired, to Paraplanner and Adviser level.
Our Client:
Founded in 1983 they are a well-established financial services company that prioritises building long-term relationships with clients by tailoring financial solutions to meet individual needs.
As an independent firm, they offer a full range of financial planning solutions, ensuring clients receive the best appropriate advice.
The Ideal Candidate:
The role is varied and is best suited to an individual who can work on their own initiative and enjoys taking ownership and management of their ‘own domain’. Whilst the firm has existing procedures in place, they always encourage fresh ideas.
You will be dealing with professional colleagues, introducers and high net worth clients, so the candidate should be comfortable in these surroundings with a strong work ethic.
Experience & Skills Required:
- Conscientious and organised, with a strong work ethic.
- Willingness to learn and openness to being coached/mentored.
- Computer literate in Microsoft Office.
- Excellent communication skills both written and verbal.
- Client centric approach.
- High attention to detail and professionalism.
- Accurate data entry and record keeping skills.
- Willingness to study towards professional qualifications (supported by the firm).
Benefits Offered:
- Competitive salary (dependent on experience)
- Workplace pension (Aviva)
- Healthcare (Westfield)
- Annual holiday allowance - 25 days plus Bank Holidays plus time off between Christmas and New Year
- Inclusive culture promoting employee wellbeing and engagement
- Career progression (exam support) and ability to take on higher level work
Day to Day Key Responsibilities (training will be provided):
- Obtain illustrations, key features documentation, fund factsheets, KIIIDs and application forms from Platforms/Providers as required.
- Review meeting preparation - produce valuations and ensure correct documentation is gathered (risk profiling, fact find, client agreements etc).
- Completion of product application forms, Trust documentation and new business submission (platforms).
- Monitoring and oversight of new business applications and fees.
- Issue client documentation to the client/product providers as appropriate.
- Perform electronic ID checks and ensure compliance documentation is present ‘on file’ at each stage of the advice process.
- Issue signed letters of authority (LOA) and transfer of agency (TOA) to providers and obtain standard policy information.
- Update client policy records on receipt of information on intelligent Office (Intelliflo).
- Accurately maintain client’s personal details and policy information, and update fee expectations via Intelliflo and in-house databases.
- Maintaining relationships and contacts with providers to ensure a professional service.
- Deal with encashment and withdrawal requests from existing client plans as instructed by the Adviser and inform the client by email, where appropriate.
- Manage the IFA diary.
- Ensure that Advisers and the Managing Director are informed of any client related events and issues in a timely manner.
Our client is an equal opportunities employer promoting diversity and their interview selection process is inclusive and free from discrimination.
To apply, please send your CV and cover letter.
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