IFA Administrator

Bond Recruitment Ltd; Huddersfield; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial advisory firm in Huddersfield is seeking an IFA Administrator. The successful candidate will manage client queries regarding pensions and investments, prepare review packs, and maintain accurate client records. Ideal candidates will have excellent communication skills, experience in financial advice, and proficiency in IT tools like Word and Excel. This position requires a reliable, motivated individual who can cope with changing workloads in a professional environment.

Qualifications

• Experience working in a Financial Advice firm is advantageous.
• Role requires a reliable individual with ability to manage workloads.
• Outstanding communication skills at all levels.

Responsibilities

• Act as point of contact for client queries regarding pensions and investments.
• Prepare client review packs and handle illustration requests.
• Maintain client records on the company software.

Skills

Communication skills

Analytical skills

Teamwork

IT proficiency

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Our client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Huddersfield offices.

The successful candidate will act as the point of contact for client queries with regards to pensions and investments as well as liaising with product providers and covering all aspects within the general office administration.

Specific Responsibilities:

• Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day to day queries.
• Screening phone calls, enquiries and requests, and handling them where appropriate.
• Preparation of client review packs.
• Illustration requests.
• Back office support.
• Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
• Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
• Keep up to date with financial products and legislation.
• Comply with all company and industry guidelines, rules and regulations.

Experience and key requirements are:

• Experience working in a Financial Advice firm is advantageous.
• The role requires a reliable individual who has the ability to manage and prioritise workloads.
• Role holders will be motivated, friendly and professional at all times.
• Outstanding communication skills at all levels.
• Ability to produce business correspondence, proof-read for grammar, spelling and punctuation with a high degree of accuracy.
• Analytical and problem solving skills.
• Experience of working as part of a team.
• Flexibility / adaptability to cope with change.
• Confident with IT and office software packages (Word, Excel, PowerPoint etc).