IFA Administrator

Bond Recruitment Ltd; Maidstone; Vor Ort; GBP 25.000 - 35.000; Vollzeit

Zusammenfassung

A national financial advisory firm is seeking an IFA Administrator for their Maidstone office. The role involves handling client queries regarding pensions and investments, as well as general office administration. Key responsibilities include preparing client review packs, supporting back office duties, and maintaining accurate client records. The ideal candidate should have exceptional communication skills, experience in financial advice, and be proficient in office software. This position offers a supportive team environment and is pivotal for client relationship management.

Qualifikationen

• Experience working in a Financial Advice firm is advantageous.
• Reliable individual with workload management ability.
• Motivated, friendly, and professional demeanor.

Aufgaben

• Act as the point of contact for client queries.
• Prepare client review packs and handle enquiries.
• Maintain client records accurately and compliantly.

Kenntnisse

Outstanding communication skills

Analytical and problem-solving skills

Ability to manage and prioritise workloads

Flexibility/adaptability to cope with change

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Jobbeschreibung

Our client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Maidstone 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:
The key duties of the role are listed below. Due to the nature of the business, the role may also include additional responsibilities considered reasonable:

• 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).