IFA Administrator

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

Job summary

A national IFA brand in Molesey is seeking a Financial Administrator to provide high-quality administrative support. The role involves managing client queries, processing new business, and ensuring accurate client records. Candidates should have experience in a Financial Planning firm and possess excellent communication, organizational, and IT skills. The position offers a range of benefits including generous holiday, life assurance, and pension contributions.

Benefits

25 days holiday plus Bank Holidays

Birthday Leave

Holiday Purchase Scheme

Life Assurance

Pension

Corporate Eyecare

Discount shopping

Qualifications

• Experience working in a Financial Planning firm is required.
• Motivated, friendly, and professional demeanor at all times.
• Ability to hold conversations with third parties.

Responsibilities

• Client correspondence, written and verbal.
• Processing New Business.
• Preparation of client review packs.
• Arranging client meetings and managing the Adviser’s diary.
• Illustration requests.
• Maintain client records and ensure accuracy and compliance.
• Taking phone calls, handling enquiries and requests.
• Provide back-office support.

Skills

Good working knowledge of IO and Platform

Production of concise business correspondence

Confidence with IT and office software packages (Teams, Outlook, Word, Excel)

Excellent planning, organisational and multi-tasking abilities

Analytical and problem-solving skills

Excellent communication skills at all levels

Job description

Our client, a rapidly expanding national IFA brand has a have a fantastic opportunity for a Financial Administrator to join our their East Moseley Officebeitung. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with(balance) regarding pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.

Job Responsibilities

This role forms a key part of the team and, as such, you will be involved in the day to day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Your Duties will be varied and in line with the responsibilities involved in做爰片 FinancialAuestion including, but not limited, to:

• Client correspondence, written and verbal.
  
• Processing New Business.
  
• Preparation of client review packs.
  
• Arranging client meetings and managing the Adviser’s diary.
  
• Illustration requests.
  
• 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.
  
• Taking phone calls, enquiries and requests, and handling them where appropriate.
  
• Back-office support.
  
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Due to the nature of the business, the role may also include additional responsibilities considered reasonable.

Requirements

You will already be experienced working in a Financial Planning firm, andათ will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner.

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You will also be skilled in, or have the ability to learn:

• Good working knowledge of IO and Platform.
  
• Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.
  
• Confidence with IT and office software packages including Teams, Outlook, Word and Excel.
  
• Management and prioritising workloads.
  
• Excellent planning, organisational and multi-tasking abilities.
  
• Analytical and problem-solving skills.
  
• Flexibility / adaptability to cope with change.
  
Excellent communication skills at all levels.

• A team player with a positive attitude.
  

Benefits

25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.