Senior IFA Administrator

Michael Page (UK); Reading; Hybrid; GBP 30,000 - 35,000; Full time

Job summary

A reputable financial services company in Reading seeks a motivated individual to manage client communications and support investment processes. The ideal candidate will have a minimum of two years' experience within the financial sector, strong attention to detail, and proficiency in Microsoft Office, alongside excellent communication skills. The role offers a competitive salary ranging from £30,000 to £35,000 per year and the opportunity for flexible working hours.

Benefits

25 days annual leave plus bank holidays

Flexible working hours

Health cover including optical and dental

Paid sick leave

Life cover at 4x salary

12 weeks full maternity/paternity after 5 years

Qualifications

• Minimum of 2 years' experience in financial services.
• Demonstrated experience delivering high service standards.
• Ability to learn quickly about company services and compliance.

Responsibilities

• Handle client queries with clear communication.
• Record and maintain client communication accurately.
• Manage new business submissions and client on-boarding.
• Organise annual reviews with clients.

Skills

Excellent written and verbal communication skills

Strong technical knowledge of investments

High attention to detail

Proficiency in Microsoft Office

Ability to work under pressure

Education

Experience within the financial services industry

Industry qualifications

Understanding FCA rules

Tools

iO

Microsoft Excel

Job description

• Competitive Salary
• Immediate Start

About Our Client

This position is with a reputable ambitious and growing organisation within the financial services sector. The company is committed to delivering quality service and maintaining high standards of professionalism in all areas of operation.

Job Description

Summary

• Quickly and effectively deal with queries from clients through clear and thorough communication.
• Ensure all written and electronic client communication are accurately recorded and maintained to Intelliflo (iO).
• Collect, collate, and record client policy information and critical data in accordance with the principles of KYC.
• Obtain policy information, quotes, illustrations, and product details.
• New client on-boarding from initial contact until funds are invested.
• Process and submit new business to providers and ensure applications are completed efficiently.
• Placing investment trades, fund switches, and on occasion, conducting peer reviews on fund switches instructed by colleagues.
• Organising financial planning annual reviews with clients on behalf of the Financial Adviser.
• Prepare documentation for initial client meetings and annual financial reviews, including product literature, illustrations, provider forms and client agreements.
• Be proficient sending critical client data by DocuSign and other electronic methods.
• Create, schedule, and manage follow up tasks relating to client meetings, ad-hoc requests, and new business submissions on iO.
• Comply with internal and FCA compliance policies and procedures, ensuring all client data and information remain confidential and compliant e.g., AML & GDPR.
• Commit to continuous personal development

The Successful Applicant

Experience & Qualifications

• A minimum of 2 years' experience within the financial services industry.
• Experience using iO is desired, but not essential.
• Strong technical knowledge of investments, pensions, and family wealth planning.
• Excellent written and verbal communication skills are essential.
• A very high attention to detail and accuracy is also essential.
• Demonstratable experience delivering the highest level of service to clients.
• Excellent IT skills and proficiency on Microsoft Office packages, with an intermediate knowledge of Excel.
• Understanding the needs of the businesses Financial Advisers as well as FCA rules and requirements.
• Industry qualifications are desired, but not essential.

Key Competencies

• Working under pressure individually and as part of busy teams, to meet sometimes strict deadlines and urgent client needs.
• Demonstrate motivation and focus delivering an outstanding level of customer service to clients.
• Demonstrate comprehensive professional judgement, self-initiative, common sense and innovative approach to problem solving.
• Be able to learn quickly and effectively, gaining knowledge of the company's services, products, sales policies, compliance, and administration procedures.

What's on Offer

Hours of Work:

Full time - 37.5 hours per week or Part time - 20, 25 or 30 hours per week are available.
It may be necessary to occasionally work outside of normal office hours to meet the demands of our Clients.

Salary:

Range from £30,000 to £35,000 dependant on experience full time (pro-rata for part time)

Benefits:

• 25 days per calendar year (plus Bank Holidays).
• Life Cover for everyone - You will get 4 x death in service.
• Income Protection - For team members out of probation, you will get 66% of your salary, after 3 months with indexation by 5% per annum.
• Health, Optical and Dental Cover - This will cover you, and with a variable extra amount it will cover your spouse and cover your children under 18.
• Cash Plan - To assist with policy excess amounts and other incidentals i.e., some optical and other benefits.
• Flexible Hours - Everyone works their contracted hours per week, but these can be flexible across three shifts; - Early shift which is between 8am and 4.30pm. - Standard shift which is between 9am and 5.30pm - Late Shift which is between 9.30am 6pm. - All shifts have up to 1 hour for lunch. If you chose to, you could take 30 minutes instead of 1 hour for lunch instead and finish a little earlier (with your line managers approval). - Part time Workers will work their hours within the shift patterns above. Either 20 hours, 25 hours or 30 hours per week are available.
• Paid Sick Leave - Up to 5 days per year at full pay.
• Long Service Annual Leave, an extra day every year after 5 years at Berkshire IFA have been completed, up to a maximum of 5 extra days annual leave.
• Upgrade in Maternity / Paternity / Shared Leave - At the moment we offer statutory. After 5 years' service, we will offer 12 weeks of full pay, followed by statutory up to the end of week 39.