IFA Administrator

We are currently recruiting for a Chartered Financial Planning practice based in Tunbridge Wells who are looking to recruit an IFA Administrator to join their team.

ROLE

Acting as point of contact between clients, advisers and third-party product providers Establishing and maintaining electronic client files Processing new business applications, maintaining accurate information and recordings transactions Sourcing quotations, illustrations and supporting documentation Preparing valuations, reports and material for client meetings Ensuring that all work adheres to the firm’s compliance procedures Follow established procedures, systems and templates for processing work Act on own initiative to ensure workload is prioritised in a timely manner Dealing with post and answering the phone

PERSONAL

To maintain and increase technical knowledge and ability to apply this knowledge To keep CPD records in accordance with the firm’s T&D plan To ensure that all client financial and personal affairs remain confidential and are not discussed with third parties without client permission To maintain an awareness of new products and market developments To ensure that both internal and external communications are polite and respectful and to represent the firm in a professional manner

QUALIFICATIONS/CAPABILITIES

To use best endeavours to continually improve upon qualifications and skills by following a programme of personal development as agreed with the firm To maintain an acceptable knowledge of the Regulatory framework

SKILLS

Understanding information and documentation required to process new business, claims and amendments to existing client policies and investments Keyboard and computer skills, including Word, Outlook, Excel, Adviser Office, Papercloud and Gateway Communication and interpersonal skills for dealing with colleagues, clients and companies Letter writing skills and information presentation High degree of organisational skills and attention to detail Exceptional client service and communication skills

KNOWLEDGE

Understanding of Regulatory framework Knowledge of financial services products Experience of provider investment platforms Experience within the financial services industry

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