Senior IFA Administrator - London

Newlind Partners Ltd
Temple, London
11 Jun 2017
11 Jul 2017
Contract Type
Full Time

Senior IFA Administrator Temple, London

Fleet Street Financial Limited is one of the largest providers of financial advice to the barrister community. Due to expansion of the business they are looking to recruit an individual with extensive administration experience from within an IFA office.

What you will do:

  •  Main point of contact for Advisers/Paraplanners for technical administrative queries

  •  Preparation of Management Information

  •  Fee reconciliation and providing month end figures to Head of Administration

  •  IFA Admin duties

  •  Auto-enrolment administration

  •  Annual group scheme renewals

  •  Updating Avelo/Iress back office system

You will love this job if you:

  •  Are flexible, enthusiastic and enjoy being part of a very sociable team

  •  Can add value by contributing to ideas for improvements within our processes

  •  Are personable and enjoy developing and maintaining relationships with stakeholders (clients, team, providers and suppliers)

  •  Always put the client first in everything that you do

  •  Enjoy mentoring junior staff and graduate trainees

  •  Would like a career within administration, ultimately managing a small team.

  •  Have an ability to take ownership of your own workload as well as that of the admin team

  •  Effectively delegate tasks whilst maintaining overall responsibility for the delivery of work

  •  Have an eye for detail

  •  Are able to multi task and work under pressure

What you will need:

  •  A minimum of B in Maths and English at GCSE

  •  Ideally educated to graduate level

  •  At least 2 years experience of working in Administration within a busy IFA Office

  •  A desire to improve your knowledge/skills through CPD which may include examinations

  •  Ideally a good working knowledge of Avelo/Iress back office system

  •  Excellent prioritisation skills to meet, if not exceed, deadlines

  •  The ability to manage expectations of all staff and clients