IFA Administrator

IFA ADMINISTRATOR

LOCATION | Southport

SALAY UP TO 30,000

One of our well established clients, a Chartered Wealth Management firm in Wigan are keen to take onboard a Senior Administrator to add to their team.

You will be providing full back-office support to both advisors and paraplanners to ensure client service is delivered to the excellent standard expected by the firm.

What you'll be doing:

" Answer the telephone and ensure incoming calls are directed to the appropriate person in an efficient manner

" Sort and allocate the post when necessary

" Meet and greet visitors when necessary

" Prepare client valuations and ensure back office system is updated (Intelligent Office)

" Prepare review packs when necessary

" Fully utilise back office system and ensure it is kept up to date with accurate information

" Process new business and follow up until policy issue

" Scan and file documents using the document management system (Papercloud)

" Process client withdrawals and Bed & ISA transfers

" Disinvest to ensure adviser charges are paid when necessary

" Complete fund switches on client portfolio's

What you'd have:

" Excellent interpersonal skills both written and verbal

" Accurate with good attention to detail

" Excellent time management

" Excellent IT skills including knowledge of Microsoft Office products

" Detailed knowledge of the FCA's rules and requirements

" Broad knowledge of the financial services sector

" At least 5 years within an IFA environment

Please apply if you feel you meet the requires skillset to have a chat with one of out consultants.

Ref: NJR15845