IFA Administrator

Bond Recruitment Ltd; Worthing; On-site; GBP 22,000 - 28,000; Full time

Job summary

A national firm of independent financial advisers is seeking an IFA Administrator for their Worthing offices. The successful candidate will be the point of contact for client queries regarding pensions and investments, providing comprehensive administrative support. Key responsibilities include managing client requests, maintaining client records, and complying with regulatory standards. Candidates should have outstanding communication skills and experience in a financial advice environment is preferred. This role offers a dynamic and supportive work environment.

Qualifications

• Experience in a Financial Advice firm is advantageous.
• Ability to manage and prioritize workloads efficiently.
• Flexibility and adaptability to cope with change.
• Experience of working as part of a team.

Responsibilities

• Assist with reviews and customer requests.
• Act as the point of contact for client queries.
• Preparation of client review packs.
• Maintain client records accurately and compliantly.
• Comply with all company and industry guidelines.

Skills

Outstanding communication skills

Reliability in managing workloads

Analytical and problem-solving skills

Confident with IT and office software packages

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 Worthing 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).