IFA FINANCIAL SERVICERS ADMINISTRATOR - GERRARDS CROSS - BUCKINGHAMSHIRE

Skilled IFA ADMINISTRATION ROLE with a local area candidate to cover the 100% office based with the wonderful, lovely company. Skillset is linked to the financial IFA administration supporting the ADVISORS, PARAPLANNERS AND DOING THE GREAT FOLLOW UPS BY SUPPORTING THE GREAT CLIENT BANKS AND YOUR SKILL SET SUPPORTING OTHER ADMINISTRATORS IN THE BUSINESS IF ON HOLIDAY.

THIS GREAT COMPANY IS SEEKING an experienced, enthusiastic Administrator to complement our existing team. The successful candidate will be confident in their ability to take ownership of their role and to provide support to our advisers, paraplanner and other team members.

IDEAL CANDIDATE

Whilst the role is varied it is best suited to an individual who can work on their own initiative and enjoys taking ownership and management of their own domain. The ideal candidate should be able to demonstrate a stable employment history and 2+ years’ experience within an IFA practice. A strong work ethic with the ability to prioritise and manage workload in a professional, timely manner and hit the ground running is a must.

•Monitoring and oversight of new business applications and fees

• Issue client documentation to the client/product providers as appropriate

• Perform electronic ID checks and ensure compliance documentation is present on file at each stage of the advice process

• Issue signed letters of authority (LOA) and transfer of agency (TOA) to providers and obtain standard policy information. Update client policy records on receipt of information on intelligent office (Intelliflo)

• Accurately maintain clients’ personal details and update policy information and amendments, update fee expectations via Intelliflo and in-house databases

• Deal with and respond to written, telephone and electronic general enquiries from IFAs, colleagues, clients and providers

• Provide clients with timely and accurate information and obtain any new business information and existing policy information from clients where required

• Maintaining relationships and contacts with providers to ensure a professional service

• Deal with any resulting fee and commission queries from the finance team

• To produce accurate, regular and ad-hoc client valuation schedules

• Monthly loading of policy information onto our review software in advance of client reviews

• Deal with encashment and withdrawal requests from existing client plans as instructed by the adviser and inform the client by email, where appropriate

• Maintain internal logs of review dates, fees, pipeline cases and admin work

• IFA diary management

• To provide cover and carry out duties for other administrators in the team, in their absence

Experience and Skills Required:

• Currently employed for an IFA firm with 2+ years’ experience within a similar role

• Conscientious and organised, with a strong work ethic

•Willingness to learn and openness to being coached/mentored

• Computer literate in Microsoft Office suite, platforms and back-office systems (Intelliflo essential)

• Excellent communication skills both written and verbal

• Client centric approach

• Good levels of regulatory and industry knowledge

• High attention to detail and professionalism

• Accurate data entry and record keeping skills

TO COME FORWARD FOR THIS GREAT ROLE YOU WILL AS OUTLINED NEED TO BE FULLY SKILLED IFA ADMINISTRATOR VERY LOCAL TO THE AREA AND OFFICE BASED : )

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