IFA Administrator

Artemis Recruitment Consultants Ltd; Farnborough; On-site; GBP 27,000 - 35,000; Full time

Benefits offered by this job

Private Medical Insurance

Income Protection

Life Assurance

Critical Illness Cover

Pension - employer/employee contrib.

Training and development opportunities

Job summary

Artemis Recruitment Consultants Ltd is seeking an experienced IFA Administrator for a busy Financial Services team in Farnborough. You’ll support advisers and clients with new business processing and case management, handling inquiries and maintaining records to a high standard.

Ideal candidates will have prior IFA/financial services administration experience, strong data entry and communication skills, and proficiency in Word and Excel.

Qualifications

• Experience in an IFA, Financial Planning or Wealth Management environment.
• Experience of new business processing.
• Knowledge of investments, pensions, ISAs, GIAs, bonds and protection.
• Experience liaising with clients, Financial Advisers and providers.
• Excellent attention to detail and accurate data entry skills.
• Strong organisation and time management skills.
• Ability to manage multiple cases and meet deadlines.
• Confident telephone and written communication skills.
• Proficient in Microsoft Word and Excel.

Responsibilities

• Provide day-to-day administrative support to Financial Advisers.
• Process new business across investments, ISAs, GIAs, bonds, pensions and protection.
• Manage cases from initial submission through to completion.
• Monitor and manage the new business pipeline.
• Liaise with Financial Advisers, clients and product providers.
• Chase outstanding information and documentation.
• Handle new business queries by telephone and email.
• Raise new business invoices.
• Book annual client review meetings.
• Maintain accurate client and case records.
• Ensure cases are progressed within agreed timescales and SLAs.
• Provide a high level of client service and administrative support.

Skills

Administrative skills

Client servicing

New business processing

Case management

Attention to detail

Time management

Communication skills

Microsoft Word

Microsoft Excel

Education

GCSEs incl. Maths & English

Financial Services qualifications (CII advantageous)

Tools

Microsoft Word

Microsoft Excel

Job description

IFA Administrator

Location: Farnborough, Hampshire

Salary: £27,000 - £35,000

Contract: Full-time, Permanent

About the Role

An excellent opportunity has arisen for an experienced IFA Administrator to join a busy Financial Services team based in Farnborough.

You will provide administrative and client servicing support to Financial Advisers, clients and product providers, with a particular focus on new business processing and case management.

This role would suit an experienced IFA Administrator or Financial Services Administrator who is confident managing new business cases and enjoys working in a client-focused environment.

Key Responsibilities

• Provide day-to-day administrative support to Financial Advisers
• Process new business across investments, ISAs, GIAs, bonds, pensions and protection
• Manage cases from initial submission through to completion
• Monitor and manage the new business pipeline
• Liaise with Financial Advisers, clients and product providers
• Chase outstanding information and documentation
• Handle new business queries by telephone and email
• Raise new business invoices
• Book annual client review meetings
• Maintain accurate client and case records
• Ensure cases are progressed within agreed timescales and SLAs
• Provide a high level of client service and administrative support

About You

The successful candidate will ideally have previous experience within an IFA, Financial Planning or Wealth Management environment.

You will have:

• Previous experience as an IFA Administrator, Financial Services Administrator or similar
• Experience of new business processing
• Knowledge of investments, pensions, ISAs, GIAs, bonds and protection
• Experience liaising with clients, Financial Advisers and providers
• Excellent attention to detail and accurate data entry skills
• Strong organisation and time management skills
• The ability to manage multiple cases and meet deadlines
• Confident telephone and written communication skills
• Good working knowledge of Microsoft Word and Excel
• A professional, proactive and customer-focused approach

Experience across all product areas is not essential; a good breadth of Financial Services administration experience is preferred.

Qualifications

• 5 GCSEs at grades A-C / 9-4, including Maths and English
• Financial Services qualifications such as CII would be advantageous but are not essential

Benefits

• Private Medical Insurance
• Income Protection - 75% of salary for up to 3 years
• Life Assurance - 4x salary
• Critical Illness Cover - £50,000 lump sum
• Pension - 6% employer contribution / 3% employee contribution
• Training and development opportunities