IFA ADMINISTRATOR

Recruiter
Reward Recruitment
Location
Wetherby, UK
Salary
Competitive
Posted
27 Jul 2019
Closes
01 Aug 2019
Ref
1190573184
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
IFA ADMINISTRATOR

Wetherby

£24,000 - £28,000 per annum, plus benefits

THE COMPANY:

This is an excellent opportunity to join an award winning, forward thinking and friendly Chartered Financial Planning firm, with genuine career progression. To support the growth and development of the business, they are looking for an experienced IFA Administrator who has the diligence and skills to become a valuable member of their client focused financial planning team. You will be working within the client service team to provide full administrative support to our financial planners across a full range of financial products.

PURPOSE:

To support the growth and development of the business by providing a proactive and comprehensive administrative support service to the Financial Planners to enable them to maximise their time with clients, and ensure all clients receive a first-class service.

Extremely motivated, you will possess excellent communication skills as well as being proficient in the use of Microsoft Office. With the ability to multi-task you will have excellent time management skills and will thrive on working in an exciting, yet fast -paced environment, as part of a small team. You will be given full training on how to use our computerised back office system, deal with a variety of tasks including, processing and submission of business, policy tracking and preparing for client meetings.

DUTIES:
  • Ensuring that the business processing side runs smoothly by liaising with clients, the adviser and financial institutions
  • Recording and maintaining accurate data using the company's back office computer system (Intelligent Office)
  • Ensuring that tasks and responsibilities are carried out to a high standard of accuracy with set timescales
  • Preparing Client review meeting packs

REQUIREMENTS:
  • You must have previous administrative experience within the financial services sector working in an IFA support role for a minimum of 2 years.
  • You must have experience in dealing with "Wrap Platforms"
  • Previous experience of using Intelligent office preferred but not essential, as full training will be given.
  • Experience of bespoke letter writing and a good standard of written English.
  • Excellent communication skills
  • Excellent computer skills - practical IT application of Excel, Word, and Outlook.
  • Outstanding customer service skills with the ability to operate and communicate with high net worth clients.
  • High level of attention to detail and ability to work well under pressure.

APPLY:

Please send your CV immediately to Stuart Jeal at Reward Recruitment Limited or contact him directly for a discreet and confidential chat.

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