Senior IFA Administrator - St Albans

Artemis Recruitment Consultants; St Albans; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading recruitment consultancy seeks an experienced Senior IFA Administrator to support clients in St Albans. This role involves comprehensive administrative tasks, client liaison, and the use of CRM systems to enhance efficiency. Ideal candidates possess strong administration skills and a background in financial services, with opportunities to further their qualifications.

Qualifications

• Experience in administration and customer service is essential.
• Telephone-based experience and financial services experience are beneficial.

Responsibilities

• Support client propositions through business processing and financial administration.
• Manage client relationships, ensuring timely completion of tasks.
• Maintain compliance and accurate data in documentation.

Skills

Administration

Customer Service

Relationship Building

Education

Relevant qualifications or willingness to study

Job description

Senior IFA Administrator - St Albans, St Albans

We are looking for an experienced IFA Administrator to join our client's team based in St Albans. This position involves supporting one IFA with all areas of administration, including business processing, financial administration, and client liaison. The role requires the use of different CRM systems and platforms.

Key Responsibilities:

1. Work as part of the Business Support Team to support client's Propositions.
2. Carry out the appointment-making process for all Premium Support Consultants and additional requests, managing this in a timely manner.
3. Update the back office system to ensure accurate client data and information throughout the process.
4. Maintain fully compliant files, ensuring all documents are held on the client's Document Management system.
5. Manage workflow and diary systems to allow instant access to all staff.
6. Produce client valuations in readiness for annual reviews, in line with the Client Service Agreement, and raise invoices for additional requests outside of the paid service.
7. Process servicing tasks in line with the Client Service Agreement, raising invoices for additional requests outside of the paid services.
8. Process work effectively and accurately to ensure client services are managed in a timely manner, focusing on achieving targets.
9. Build relationships with clients, consultants, and third parties (such as product providers) through regular telephone contact and occasional face-to-face meetings.
10. Participate in project-related work, working as part of a team to meet company goals and targets.
11. Support colleagues by sharing workloads to reach team goals.

Experience and Qualifications:

1. Essential: Administration and customer service experience.
2. Beneficial: Telephone-based experience.
3. Beneficial: Financial Services experience, preferably in a life and pensions environment.
4. Desirable: Relevant qualifications or willingness to study.

If interested, please submit your CV to [emailprotected].

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