IFA Administrator

Reed Insurance
Newcastle Upon Tyne, Tyne And Wear
10 Jul 2017
08 Aug 2017
Contract Type
Full Time
An exciting opportunity for A Financial Services Administrator to join an innovative leading Financial Adviser Firm!

This organisation is a focused wealth management firm with a commitment to providing the best service for each and every client they work with. They are looking for an experienced Financial Services Administrator to join their hardworking team.

Salary: £18,000 - £24,000 (dependant on experience)

PLUS the opportunity to carry out Professional Qualifications e.g. Level 4 Diploma in Financial Planning (if you wish to do so).

Duties Include:

• Show attention to detail when checking client applications for accuracy and identification of errors and omissions.
• Creating covering letters and forwarding client application details to the appropriate provider.
• Sending Acknowledgement Letters to clients detailing plan details and fees.
• Inputting application details into Intelligent Office and adding fees charged.
• Chasing overdue/outstanding items with 3rd party providers and closing diary entries once complete.
• Opening and sorting of incoming mail, and processing of outgoing mail.
• Dealing with team post.
• Enthusiastic and can do attitude.
• Strong IT skills in core Microsoft Office systems.
• Liaising with clients and providers by telephone, email or written correspondence.
• Checking the accuracy of on-line and paper annual statements and contract notes (updating units on Intelligent Office).
• Processing condolence letters in accordance with the Death of Client procedure, which includes writing to product providers to obtain valuations.
• Developing and maintaining good relationships with a range of individuals.
• Prioritising workloads to ensure all activities are completed quickly, in a compliant fashion and at a high standard.
• Any other duties that are reasonably required.

An Ideal Candidate will have:

• Proven experience working in an IFA Administrator role.
• Good interpersonal skills and experience working face to face with Clients.
• Good organisational skills and a professional attitude.
• Understanding of industry regulations.

If this sounds of interest, please contact Rebecca Hunt on 0161 833 2033 or by email on Rebecca.Hunt@reedglobal.com as soon as possible to be sure to not miss out on this opportunity.

Reed Specialist Recruitment Limited is an employment agency and employment business