IFA Administrator

Bond Recruitment Ltd; Milton Keynes; On-site; GBP 19,000 - 23,000; Full time

Job summary

A national firm of financial advisers in Milton Keynes is seeking an IFA Administrator to enhance client administration. The successful candidate will manage client inquiries regarding pensions and investments, handle office administration, and maintain compliant client records. Strong communication and organizational skills, along with IT proficiency, are fundamental for success in this role. The firm looks for motivated individuals ready to thrive in a dynamic environment.

Qualifications

• Experience in a financial advice firm is advantageous.
• Reliable with ability to manage workloads.
• Must exhibit outstanding communication skills.
• Outstanding communication skills at all levels.
• Accurate proof-reading for grammar, spelling and punctuation.

Responsibilities

• Act as point of contact for client queries regarding pensions.
• Prepare client review packs and handle illustration requests.
• Maintain client records on company software.
• Screen phone calls, enquiries and route them appropriately.
• Prepare client review packs and illustration requests.
• Provide back-office support and maintain client records.
• Ensure adherence to firm procedures and regulatory guidelines.
• Keep up to date with financial products and legislation.

Skills

Communication skills

Time management

Problem solving

Teamwork

IT proficiency

IT proficiency

Tools

Word

Excel

PowerPoint

Job description

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