IFA Administrator

• Client
  correspondence, written and verbal.
  
• Processing
  New Business.
  
• Preparation
  of client review packs.
  
• Arranging
  client meetings and managing the Adviser’s diary.
  
• Illustration
  requests.
  
• Ensure
  that all financial planning client administration is carried out in
  accordance with the Firm's procedures.
  
• Maintain
  client records on the company software and ensure the client and firm's
  files are well presented, accurate and compliant.
  
• Taking
  phone calls, enquiries and requests, and handling them where appropriate.
  
• Back -office
  support.
  

Requirements

You will already be experienced working in a Financial
Planning firm, and will need to be motivated, friendly and professional at all
times and able to hold conversations with third parties, representing the
company in a professional manner.

•  Good
  working knowledge of IO and Platform.
  

• Production
  of concise business correspondence and proofreading for grammar, spelling
  and punctuation with a high degree of accuracy.
  
• Confidence
  with IT and office software packages including Teams, Outlook, Word and
  Excel.
  
• Management
  and prioritising workloads.
  
• Excellent
  planning, organisational and multi -tasking abilities.
  
• Analytical
  and problem -solving skills.
  
• Flexibility/adaptability
  to cope with change.
  
• Excellent
  communication skills at all levels.
  
• A
  team player with a positive attitude.
  

Benefits