IFA administrator

• Knowledge of IO desirable
• Financial Services experience
• Competitve Salary

Our client is an independent financial planning firm is committed to providing excellent customer service to client. Due to growth, they are looking to hire an IFA administration to provide comprehensive administrative support to the Financial Planning and paraplanning team. The admin team, work in a pod system supporting the financial advisor, allowing you to get to know the clients, Financial planning product and providers well. This is a varied and busy position requiring the successful candidate to provide a full range of administrative support to the firm.
  
Some of the responsibilities:
  

• Managing client relationships
• Being a key point of contact for company clients and external stakeholders.
• Processing new business applications and monitoring to completion
• Liaising effectively with providers
• Administering clients’ investments and arranging the withdrawal of client monies
• Producing client valuation reports
• Working collaboratively with Financial Planners and Paraplanners within your pod, supporting them and the clients you serve.
• Compliant maintenance of the back-office software (Intelligent Office) and systems
• Comply with the relevant Compliance, Treating Customers Fairly, SMCR, Anti-Money laundering procedures and relevant FCA rules at all times
• Other ad-hoc administration duties as required

  
An ideal candidate will have at least a few years’ administration experience within a IFA, Bank or financial services. Knowledge of IO would be desirable and a good knowledge of Word, Excel and Outlook, with excellent customer service, written and verbal communication skills.