IFA Administrator

Company : Bond Recruitment

Job Description - IFA Administrator

Our client, a rapidly expanding national IFA brand has a
have a fantastic opportunity for a Financial Administrator to join our their East Molesey Office.
This is an integral and varied role and your experience in providing high
quality administrative support will be invaluable to the whole team. You will
act as the point of contact for client queries with regards to pensions,
investments and protection as well as liaising with product providers and
covering all aspects within the general office administration to ensure a
first -class service is provided to internal and external parties.

Job Responsibilities

This role forms a key part of the team and, as such, you
will be involved in the day to day administration of Wealth Management,
ensuring compliant and effective processes are followed and information is
accurately processed and maintained. Your Duties will be varied and in line
with the responsibilities involved in Financial Administration including, but
not limited, to:

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.

Due to the nature of the business, the role may also include additional
responsibilities considered reasonable.

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.

You will also be skilled in, or have the ability to learn:

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

25 days holiday (rising with length of service) plus Bank
Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension,
Corporate Eyecare and Extras Discount shopping discounts.

Email address

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IFA Administrator

Job Description - IFA Administrator

Requirements

Benefits

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