We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in London. They are currently looking to recruit a Private Client IFA Administrator to join their team. The ideal candidate should have a good understanding of Intelligent Office.
Purpose of role
This new role will support the Central Administration Team in ensuring the efficient and effective use of our back-office system, Intelligent Office (iO). It will include project work relating to data integrity, maintenance and development of admin processes, and technical support for client-facing admin teams in relation to the accurate use of the system. As part of a long-term succession plan, the role does have the potential to develop into a more senior role over a 2-3 year period.
Accountabilities:
Working closely alongside the Group Administration Manager and Data & Systems Coordinators, the role includes, but is not limited to:
Supporting the effective use of iO to ensure the highest quality client service and role efficiency for client-facing administrators
Administration support across client-facing admin teams
Training documentation and delivery
In addition, the role will encompass some of the following duties:
1. Working with the Compliance Department to ensure that processes meet with their requirements
2. Supporting the team with the provision of accurate MI reporting
3. Providing support and liaison between the accounts department and admin teams.
Experience and Qualifications:
The successful candidate will have/be:
4. 2-3+ years’ experience within the independent sector of the financial services industry, in a relevant administration or operations role
5. 2-3+ years’ experience using Intelligent Office in an IFA administration role and a talent for working with systems and managing data effectively (candidates lacking the necessary iO experience will not be considered for the role)
6. Excellent written and visual presentation skills with high attention to detail
7. Excellent IT skills, being highly proficient in the use of Microsoft Office packages including at least intermediate Excel knowledge
8. Understanding of the needs of Financial Services teams and FCA rules and compliance
9. A CII Certificate level qualification (and/or other relevant financial qualifications) will be an advantage.