A superb, award-winning, family-friendly Chartered Financial Planners is looking for an IFA Administrator to join its team.
IFA Administrator Summary:
It is looking for an IFA Administrator to join our financial services firm. The role will involve providing comprehensive administrative support to the directors and paraplanners, including updating fund holdings and unit prices, managing client files, and corresponding with clients and providers.
IFA Administrator Key Responsibilities:
* Update fund holdings and unit prices on the IRESS Xplan Back Office System.
* Scan and enter the post onto the Xplan Back Office System.
* Maintaining up-to-date client files and data.
* Prepare letters for clients and providers via telephone, post, and e-mail.
* Obtain illustrations, valuations, and other information, etc.
* Process and track applications.
* Diary management – for client reviews and director meetings.
* Update and prepare client files for annual reviews, etc.
* Liaise with clients, providers, and the Rowley Turton team.
* Operate within the compliance and corporate standards of the business.
* Making tea and coffee, etc., as part of the team and for clients, as necessary.
IFA Administrator Skills, knowledge, and experience:
* Previous experience in a similar role within the financial services industry.
* Experience with IRESS Xplan is desirable.
* Highly organised, methodical, disciplined, and meticulous.
* Proactive, able to work on own initiative, and able to prioritise.
* Able to prioritise.
* Computer literate (Word, Excel, Outlook).
* Excellent keyboard skills.
* Excellent telephone manner.
IFA Administrator Benefits:
* Death in Service (2 x Salary)
* Non-contributory pension (7% Employer Contribution)
* Paid CII Membership
* Family-friendly office
* Holidays - 21 flexible days + 12 bank holiday days = 33 days total
Additional Benefits:
* Bereavement leave
* Company pension
* Free parking
* Life insurance
* On-site parking
* Sick pay
Although an office-based position, we are incredibly family-friendly. For example:
* Need to work from home to look after a sick child or dog? That’s fine; we may be able to offer remote work that day/week. Alternatively, if you prefer to take the day as unpaid leave or use a day’s holiday, again, that’s fine with us.
* Having a washing machine delivered and need to work from home that day – Of course, that’s fine, you can work remotely for the morning/afternoon/day. Whatever is necessary.
* You need to finish early to collect your child because you’ve been let down by childcare. Not an issue, make the time up another day.
* Can’t get a doctor’s appointment outside of work hours? Not an issue – we offer paid time off for those instances.
In short, it recognises that we all have personal lives outside of work, and we’ll strive to accommodate them wherever possible. The directors endeavour to run a company that they themselves would love to work for