IFA Administrator

Bond Recruitment Ltd; Knutsford; On-site; GBP 23,000 - 27,000; Full time

Benefits offered by this job

23 days holiday

Employer Pension Contributions

Financial support for further education

Job summary

A financial planning firm in Knutsford is seeking a Client Services role responsible for processing new business and managing existing clients. The successful candidate will possess at least 2 years of experience in a similar role, ensure compliance, and support client advisers. This position offers a competitive salary ranging from £23,000 to £27,000, along with benefits such as 23 days of holiday and pension contributions.

Qualifications

• 2+ years in a Business Support role within financial planning.
• Experience using computer-based management systems like Wrap/Platforms.
• Good communication skills and attention to detail.

Responsibilities

• Administer tasks within the IFA Client Services Team.
• Maintain accurate records using the internal system.
• Create letters, reports, and invoices.

Skills

Business Support

Communication Skills

Attention to Detail

Multi-tasking

Client Management

Education

Knowledge of Investment and Pensions

Tools

MS Excel

Outlook

Word

Intelligent Office

Job description

Our client was established in 2009, with the aim to provide a unique and modern approach to financial planning for high net worth individuals and the employee benefit market. They now manage over £250m of assets for clients and was awarded Chartered status from the Chartered Insurance Institute in 2013, showing their commitment to high levels of standards and professionalism.

They have exciting growth plans over the next 5 years and wants to expand its highly valued Client Services team to support its team of client facing advisers.

Job purpose: Candidates will be responsible for the processing of new business, proactive ongoing client management, servicing existing business, platform based work, illustrations & regular contact directly with clients & wrap/platform providers. This must be done in such a way as to ensure that the firms client and service propositions are delivered in an efficient and robust way, whilst maintaining high levels of risk management, operational effectiveness.

Key responsibilities and accountabilities:

• Responsible for administration within the IFA Client Services Team and providing support to the Paraplanners within the team.
• Receiving and acting on instructions from advisers ad paraplanners following client meetings.
• Maintaining actuate records using our internal back office system.
• Creating and producing letters, reports and invoices.
• Carrying out all tasks in a manner consistent including processing new business in line with compliance procedures.
• Obtaining illustrations and product information from providers
• Liaising with clients and product providers on outstanding documents and queries.
• Preparation of existing client valuations / files ready for reviews.
• Process of new business.
• Ensuring all client files are compliant on an ongoing basis.

Relevant Skills and Experience

• At least 2 years experience working in a Business Support role, for a financial planning organisation.
• Experience of using computer based management systems including Wrap/Platforms.
• Computer literate, conscientious and have a good attention to detail.
• Clear understanding of the financial planning process.
• Excellent communication skills, both written and verbal
• Able to work within defined business processes.
• Ability to achieve agreed outcomes without supervision.
• Prioritise own work load, and the work load of the Business Support team.
• Ability to multi task and prioritise effectively and assist in ad-hoc projects when required.
• A good working knowledge of protection, pensions and investment products.
• Proficient in using MS Excel, Outlook, Word and Intelligent office.

Qualifications:

• Good level of Investment and Pension knowledge.

Personality:

• Self-driven, results-oriented with a positive outlook.
• A natural forward planner who critically assesses own performance.
• Good understanding of compliance issues.
• Reliable, tolerant, and determined.
• Keen for new experience, responsibility and accountability.
• Able to get on with others and be a team-player.

Salary/Benefits:

• Competitive salary based on experience and qualifications. (c£23,000 -c£27,000)
• 23 days holiday
• Employer Pension Contributions
• Financial support to encourage study for further advancement within the business.