Bond Recruitment is delighted to be recruiting an experienced IFA Administrator on behalf of our client, a well respected provider of Independent Financial Advice and Mortgages close to Lytham, Lancashire. You will be working in a small friendly administration team providing top quality administration support to the IFAs and their clients. You will be a strong team player but also able to work independently using your initiative. You must possess excellent organisational skills with the ability to work to tight deadlines and handle multiple tasks simultaneously. Being able to prioritise and manage your workload effectively is important as this is a very busy role. The Role: Dealing with adhoc queries from Advisers/Clients/Providers Tasks to be recorded and maintained via back-office systems Maintenance of client files Postal activity (incoming/outgoing) New business processing (Online/Post) Loading relevant data on to back office Processing Letters of Authority Valuations Liaise with 3rd Party Providers & Paraplanners Preparing Client Meeting Packs Gather quotes / illustrations / Fact Sheets / Order Projections Booking Client Review Appointments & Managing IFA's diary Print & Bind Client Suitability Reports Administration of client investment funds, constructing client portfolios Update IFA & Client of progress on New Business cases Maintenance of all client policy data & associated income expectancies Process Client Withdrawals as and when required Requirements: Skills Good communication skills, both oral and written Excellent administrative skills Accurate keyboard / data entry skills Excellent accuracy skills and attention to detail An excellent team player with an adaptable and flexible approach to work Ability to build and develop effective working relationships at all levels Experience Experience within an administration role - Essential Financial services industry experience - Ideal Experience of working within defined service standards, policies and procedures Longevity and proven commitment within previous employment - Essential Knowledge Good knowledge of Microsoft Office A proven track record in delivering excellent client satisfaction A good knowledge and understanding of a wide range of financial products - Ideal Basic knowledge of regulatory requirements - Ideal