IFA Financial Administrator - BASED IN GREAT HIGH WYCOMBE

Reed; High Wycombe; On-site; GBP 30,000 - 45,000; Full time

Job summary

A reputable financial services company in High Wycombe is seeking a Skilled IFA Financial Services Administrator. The ideal candidate will have at least 3 years of experience in financial administration, specifically in pensions and investments. Responsibilities include managing client information, liaising with providers and clients, and assisting in compliance preparations. Strong skills in Microsoft Office and a good understanding of Intelliflo are preferable.

Qualifications

• Minimum of 3 years' experience in Financial Services Administration.
• Experience in Pensions and Investments.
• Strong understanding of Microsoft Office.

Responsibilities

• Assisting in the preparation of annual reviews.
• Completing files to meet compliance standards.
• Liaising with providers and clients regarding business.
• Preparing simple suitability reports.
• Processing new business applications.
• Maintaining client information in Intelliflo.
• Managing personal diary in Outlook.

Skills

IFA Administration

Numeracy skills

Reporting skills

Attention to detail

Microsoft Word

Microsoft Excel

Microsoft Outlook

Intelliflo knowledge

Tools

Intelliflo

Brooks Macdonald

Advance Embark

Utmost

Tatton

AVIVA

Job description

Skilled Great IFA Financial Services Administrator role! Tojoin a wonderful, Lovely Company in the High Wycombe area Office Based. YOU MUST BE A SKILLED IFA ADMINISTRATOR FOR SURE INPENSIONS AND INVESTMENT IFA ADMIN SKILLS :)

This office-based role is within the Company's Independent Financial Services support team. The candidate will be working alongside the existing team assisting with all levels of administration and financial reporting. The ideal candidate should be confident, self-motivated and be able to work effectively by yourself as well as being part of a team. An excellent attention to detail is a must.

You must be able to organise yourown work and prioritise yourown diary once work has been allocated to you in your role.The candidate musthave at least three years’ experience within a Financial Services Administration role with a wide product knowledge.

Qualifications Required

The preferred candidate should be confident and have strong numeracy and reporting skills for certain

A Good understanding of Microsoft software including Word, Excel and Outlook Knowledge of Intelliflo would be advantageous.

Provider/Platform experience andBrooks Macdonald, Advance Embark and Utmost, Tatton, AVIVA would be beneficial but not essential.

Day to day duties would involve: -

1. Assisting in the preparation of annual reviews
2. Completion of files to meet and set thecompliance standards
3. Liaising with providers and clients by telephone/correspondence in relation to new and existing business INCLUDING PENSIONS, INVESTMENTS, LIFE COVER& EMPLOYEE BENEFITS
4. Assisting in the preparation of simple suitability reports
5. Processing and submission of new business (online and postal applications) and monitoring applications
6. Input of adviser fees/commission onto IO and the raising of invoices
7. Chasing of adviser fees from provider, where required.
8. Processing amendments to existing plans e.g. fund switches
9. Updating and maintaining client information through Intelliflo
10. Personal Diary management in Outlook and Intelliflo
11. General administration duties which will include filing electronic documents, binding, scanning etc

12. GREAT ROLE FOR A SKILLED IFA ADMINISTRATOR WITH AS OUTLINED A MINIMUM OF 3 YEARS EXPERIENCE AS A SKILLED FINANCIAL SERVICES IFA ADMINISTRATOR IN THIS GREAT COMPANY.

    APPLICATION IS PURELY FOR CANDIDATES WITH THE SKILL SET AND PENSIONS AND INVESTMENTS AS OUTLINED, AND A MINIMUM OF 3 YEARS EXPERIENCE IN THE ROLE TO APPLY AND BE INTERVIEWED.