A growing Financial Services organisation is seeking an IFA Administrator to provide an efficient private client and corporate administration support service to a team of advisers and clients. Continually provide a high quality service to the advisers and clients in the processing of new business and the ongoing servicing of existing clients, continually striving to exceed expectations. Adhering to strict FCA regulations and internal policy and procedure.
Processing of new business and documentation in accordance with the agreed service and quality standards. Ownership of full life cycle of transacted business. Preparing for adviser/client appointments including collation of meeting packs, obtaining quotations, illustrations. Point of contact for clients, to liaise on behalf of appointed adviser/s. Dealing with client queries, taking the appropriate action to ensure the query is dealt with in a timely and effective manner. Inputting and ongoing maintenance of data on internal systems ensuring the information is accurate and up to date. General administration, ensuring the client service is of a high standard. Monitoring own workflow and assisting colleagues where required. Producing ad-hoc client valuations. Liaise with other departments, offices and colleagues in a polite and professional manner. Dealing with adviser charge, fee and commission enquiries. Strong broad knowledge on the products and providers available on the open market. Provide support to the Business Support Supervisor.
It is essential that you have experience of working as an IFA Administrator, have good communication skills and a good understanding of Microsoft Office. An adaptable individual is required to work in an ever changing environment.
For further information please contact Carol Waters