IFA Administrator

Get Staffed Online Recruitment; Grimsby; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A recruitment agency in the UK is seeking an Experienced IFA Administrator to work closely with clients and ensure their satisfaction. This role includes responding to client enquiries, processing investment and pension applications, and general client administration. Candidates must have experience in the Financial Services industry and be able to work efficiently with tools like Intelligent Office CRM and Microsoft Office. There is also potential to develop into an Office Management role or study for Paraplanning in the future.

Qualifications

• Experience in the Financial Services industry is vital, able to start immediately.
• Ability to develop tasks and workflows for improved efficiency.
• Willingness to evolve into Office Management or Paraplanner.

Responsibilities

• Respond promptly to client enquiries.
• General client administration including reconciling fee income.
• Process investment and pension applications.
• Attend client meetings to ensure complete satisfaction.

Skills

Trustworthiness

Strong work ethic

Presentable

Dependability

Knowledge of Intelligent Office CRM

Understanding of investment processes

Competent use of Microsoft Office

Job description

Experienced IFA Administrator

This is a unique opportunity to join a business and grow with it! Right now, our client is looking to hire an experienced IFA administrator to work closely with them and their clients to ensure complete client satisfaction.

Responsibilities

• Responding promptly to client enquiries.
• General client administration.
• Reconciling fee income.
• Processing investment and pension applications.
• Developing tasks and workflows within the back-office system to improve efficiency.
• Attending client meetings.

Over the next 12 months, the right candidate will become integral to the business and help shape their own future career. A dedicated and proven candidate can choose to develop the role into an Office Management role as our client expands, or study to become a Paraplanner and eventually an Adviser one day.

Experience in the Financial Services industry is vital, as they require someone who can hit the ground running.

Qualifications and Skills

• Trustworthy.
• Have a strong work ethic.
• Presentable.
• Dependable.
• Have knowledge of the Intelligent Office CRM (or similar).
• Have a good understanding of investment and compliance processes.
• Competent use of Microsoft Office.

The role will be mainly office based, with the flexibility to work hybrid when required.