Skilled Great IFA Financial Services Administrator role! To join a wonderful, Lovely Company in the High Wycombe area Office Based. YOU MUST BE A SKILLED IFA ADMINISTRATOR FOR SURE IN PENSIONS 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 your own work and prioritise your own diary once work has been allocated to you in your role. The candidate must have 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 and Brooks 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 the compliance 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.