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IFA Administrator
Résumé du poste
A recruitment agency is seeking an experienced IFA Administrator to join a growing team in Chester. In this role, you will be responsible for client administration, responding to inquiries, and improving office efficiency. Successful candidates may have opportunities to grow into an Office Management role or further their career as a Paraplanner. The ideal candidate will have a strong work ethic, financial services experience, and familiarity with Intelligent Office CRM. The position allows for a hybrid work model.
Qualifications
- Experience in the Financial Services industry is vital.
- Ability to respond promptly to client enquiries.
- Experience with client administration and reconciling fee income.
Responsabilités
- Responding promptly to client enquiries.
- General client administration.
- Reconciling fee income.
- Processing investment and pension applications.
- Developing tasks and workflows to improve efficiency.
- Attending client meetings.
Connaissances
Experienced IFA Administrator
This is a unique opportunity to join a business and grow with it!
Right now, our client is looking to hire an experienced IFA administrator to work closely with them and their clients to ensure complete client satisfaction.
- Responding promptly to client enquiries.
- General client administration.
- Reconciling fee income.
- Processing investment and pension applications.
- Developing tasks and workflows within the back-office system to improve efficiency.
- Attending client meetings.
Over the next 12 months, the right candidate will become integral to the business and help shape their own future career. A dedicated and proven candidate can choose to develop the role into an Office Management role as our client expands, or study to become a Paraplanner and eventually an Adviser one day.
Experience in the Financial Services industry is vital, as they require someone who can hit the ground running.
- Trustworthy.
- Have a strong work ethic.
- Presentable.
- Dependable.
- Have knowledge of the Intelligent Office CRM (or similar).
- Have a good understanding of investment and compliance processes.
- Competent use of Microsoft Office.
The role will be mainly office based, with the flexibility to work hybrid when required.
* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.