IFA Administrator (East Yorkshire / South Yorkshire)

Next Chapter Financial Planning Limited; Kirk Ella; Sur place; GBP 30 000 - 38 000; Plein temps

Résumé du poste

Next Chapter Financial Planning Limited is seeking a Financial Services Administrator to join our Barnsley or Kirk Ella offices. This role supports end-to-end advice and ensures FCA/GDPR compliance across client files and back-office processes.

You will handle new business paperwork, servicing requests, provider liaison, client review packs, and workflow monitoring, contributing to a high standard of service within a collaborative team.

Qualifications

• Have a minimum of one year of experience working as a financial services administrator.
• Genuine desire to produce a high standard of work and provide a quality service to clients.
• Excellent communication skills and confident telephone manner.
• Ability to work as part of a team.
• Excellent accuracy and attention to detail.
• Ability to multi-task and prioritise effectively.
• Good knowledge of the Office 365 suite.
• Experience working with Intelliflo back-office desirable.

Responsabilités

• New Business: Obtain pre-sale documentation and submit new business applications in line with FCA and internal procedures.
• Servicing requests: Prepare paperwork and process letters of authority, fund switches, rebalances and withdrawals.
• Provider Liaison: Communicate with providers/platforms to obtain information and progress cases.
• Client Review Packs: Organise review packs, update valuations and supporting documentation for client review meetings.
• Workflow Management: Monitor and progress client cases within agreed timescales.
• Greet clients at the office and manage reception.
• Answer calls and sort inbound correspondence.
• Undertake general admin to ensure FCA/GDPR compliance and accurate back-office records.

Connaissances

Communication

Telephone skills

Teamwork

Attention to detail

Multitasking

Office 365

Intelliflo back-office

Outils

Intelliflo back-office

Description du poste

Location: Successful candidates can work from either of our offices, located in Barnsley and Kirk Ella (Hull).

Salary: Competitive and dependent on experience, reflecting the skills and knowledge you bring to the role.

Key Responsibilities

• New Business Obtain pre-sale documentation and submit new business applications in line with FCA and internal procedures
• Servicing requests - Prepare paperwork required and process letters of authority, fund switches, rebalances, withdrawal requests and other servicing requests
• Provider Liaison Communicate with providers and platforms to obtain information, resolve queries and progress cases
• Client Review Packs Organise review packs, update valuations and any other supporting documentation in readiness for client review meetings
• Workflow Management Monitor and progress client cases, ensuring actions are completed within agreed timescales
• Greet clients when they attend the office
• Answer telephone calls, sort and distribute inbound correspondence
• Undertake general administrative tasks, ensuring that throughout all stages of the advice and review process, the back-office records and client files are compliant, meeting FCA, GDPR and internal requirements

This is a general outline of the various tasks associated with this role. There is naturally a degree of flexibility needed and this is therefore not intended to be a definitive list.

Requirements and Key Skills

• Have a minimum of one year of experience working as a financial services administrator
• Genuine desire to produce a high standard of work and provide a quality service to clients
• Excellent communication skills and confident telephone manner
• Ability to work as part of a team
• Excellent accuracy and attention to detail
• Ability to multi-task and prioritise effectively
• Good knowledge of the Office 365 suite
• Experience working with Intelliflo back-office desirable