A great opportunity to join an established and growing Financial Services company has arisen in the heart of Bath.
They now require a dynamic and focused individual to join them as a IFA Administrator where you will provide professional and efficient services to both internal and external clients.
You will be the face of the company as well as providing support to the Private Client, Corporate, Admin and Central Services team throughout the office.
The key functions of the role are to deliver an efficient and effective support service to the Adviser, while providing an excellent service to the client
To produce the all relevant paperwork for the client, on behalf of the Adviser, including, quotations, illustrations and valuations.
To process all new business documentation in accordance with the agreed service and quality standards.
To deal with basic queries from clients, Advisers or colleagues, taking the appropriate action to ensure the query is dealt with in a timely and effective manor.
To deliver excellent client service in accordance with FCA guidelines, internal policy and procedure and company service standards.
To ensure that the information on the database is accurate and up to date.
To develop and maintain good working relationships with the Advisers, colleagues and management in order to provide an efficient and effective service to the Adviser and the clients.
• A minimum of 2 years’ experience within an administration role, within the financial services industry
Knowledge and Skills
• Good communication skills, both oral and written
• Excellent planning and organisational skills
• Basic knowledge of regulatory requirements
• Good knowledge of Microsoft Office
• Accurate keyboard skills
• An excellent team player with an adaptable and flexible approach to work