* IFA Administrator
* Office-based
* Up to £30k
Are you looking to break in financial services, or perhaps you have a 1-2 years' experience as an IFA Administrator and feel that you've hit a ceiling? My client is seeking an individual to invest in where they will be supporting the wider team, whilst my client supports their career moving forward.
My client is going under a period of growth where opportunities are naturally presenting themselves, so if you're an aspiring Paraplanner or IFA, my client is a forward thinking company that would look to support you.
Day-to-day of the role:
1. Carry out administrative tasks supporting both the sales process and client review process.
2. Communicate effectively with clients via letter, email, and telephone
3. Use initiative and judgement in administering work, ensuring organisation and prioritisation of tasks.
4. Maintain high-quality client files and record-keeping.
5. Process new business applications, ensuring all documentation is correct.
6. Manage incoming and outgoing post.
7. Utilise back office systems such as Intelliflo to maintain client records.
8. Understand investment platforms and read fund valuations in client portfolios.
9. Complete quarterly online training in compliance areas such as anti-money laundering and data protection.
10. Support paraplanners in preparing simple sui...