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IFA Administrator

Vision FS Recruitment
Closing date
24 Jun 2022

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Contract Type
Full Time
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IFA Administrator/ Investment Administrator/ IFA Support/ IFA Sales Support.

Experience of working with IFA's.

The Role:
  • To provide high quality support within a team, building a relationship with clients whilst delivering a high level of service.
  • To ensure complete and accurate records are maintained of all client dealings.

  • Technical administration and dealing with more complex client queries(including bond/unit

trust tax calculations, pension funding queries).
  • Letter writing including ISA, JISA and ISA recommendations, investment suitability letters, overviews and pension reports.
  • Completing the monthly review of all new business cases and ensure they have been
  • accurately recorded before submitting this to the Finance department.
  • Organising the team and managing workloads alongside the Finance Executive.
  • Training new and existing administrators within the team
  • Providing guidance to administrators - especially necessary for complex administrative
  • Liaising with clients and providers and providing regular updates to clients
  • Attend peer group meetings to discuss best practice/find efficiencies in process.
  • Occasionally attend client meetings with advisersnto provide administration support and to build relationship with clients.
  • Process more complex new business cases such as Defined Benefit pension transfers.

  • Working towardsthe Diploma in Regulated Financial Planning
  • 18 months - 3 years relevant IFA industry experience.
  • Knowledge of all advice areas including retirement planning and pension consolidation.
  • Strong understanding of compliance responsibilities .
  • Ability to work within a team.
  • IT competent with knowledge of Intelligent Office an advantage.

Skills required:
  • Highly organised, competent individual with positive attitude and enthusiastic nature.
  • An excellent understanding of administrative procedures.
  • A good technical knowledge demonstrated through both experience and exam success.
  • High personal standards to deliver quality support to the team and clients.
  • Evidence of previous administration skills such as organisation, prioritisation and ability to work under pressure.
  • Confidentiality is key,thoroughness and attention to detail, effective communication and confidence to question and work with teams and advisers.
  • Role would suit a result driven, analytical and tenacious individual who can work well with others and is keen to further develop their career in Financial Services.

What you will get:

Excellent salary, career progression, increased earning potential, company benefits, sociable and professional working environment.
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