IFA Administrator Opportunity in Multi:National Accountancy Business
Your new company
This organisation is one of the UKs top accountancy firms and a leading professional services provider. They deliver services through a range of divisions, including tax, audit and assurance, wealth management and business advisory services.
Theyre people:first, and this approach really sets them apart. They understand your role is crucial to their success, and will invest in you by giving you access to award:winning development programmes and resources that will give you the freedom to shape your career.
Your new role
Your work in financial planning goes beyond the numbers, allowing you to build up meaningful client relationships, understand their business and deliver insights that will drive real results. Working within the Client Support Team, youll work closely with the Senior Client Support to be a point of contact, deal with all aspects of the new business process and ensure all objectives are achieved on a timely basis.
As such, this role would be suited to someone who is self:assured, proactive and has the ability to build long:lasting relationships.
Key responsibilities include: Providing subject matter expert input as appropriate and when requested, and provide appropriate training, direction and support for others where needed Troubleshooting issues within the Client Support Team, finding solutions and implementing them, seeking support from senior management where appropriate Dealing with all aspects of the new business process and ongoing servicing of clients plans, liaising with colleagues in other service lines and product providers as appropriate Taking ownership for keeping up to date with legislative / regulatory changes / CPD Being a point of contact for clients, colleagues and external stakeholders Adhering to regulatory requirements, compliance procedures, departmental and firm:wide processes Helping to manage the consultant diary to help ensure the most effective use of their time Proactively get involved and contribute ideas as part of continuous improvement.
Support and embrace necessary changes. Share best practice and knowledge
What youll need to succeed
A proactive and positive approach The ability to take initiative Attention to detail Confidence to seek guidance or refer complex/unusual/non:compliant cases to the Operations or Compliance Manager Appreciation and understanding of how other roles within the department are inter:dependant Advanced experience using the full Microsoft Office Suite
What youll get in return
Full time, permanent position Agile working : Flexibility of core hours from 10am to 2pm 2 WFH days per week 25 days holiday plus
bank holidays, plus the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days) Employee recognition awards A competitive salary package
What you need to do now
If youre interested in this role, click apply now to forward an up:to:date copy of your CV, or Apply now.
If this job isnt quite right for you, but you are looking for a new position, please Apply for a confidential discussion about your career.