Social network you want to login/join with:
col-narrow-left
Client:
Location:
London, United Kingdom
Job Category:
Other
-
EU work permit required:
Yes
col-narrow-right
Job Reference:
Job Views:
3
Posted:
02.06.2025
Expiry Date:
17.07.2025
col-wide
Job Description:
IFA Administrator (Client Services Support) - London
Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser.
Responsibilities:
* Preparing first meeting packs - as and when required
* Inputting fact find details into our back office system – Intelligent Office (IO)
* Set up clients on IO
* Input case onto IO
* Input initial fee (commission) onto IO
* Input expectation of future income onto IO
* Obtain illustrations (Exchange or other methods)
* Obtain KFds or KIIds
* Input ATR Questionnaire into Financial Express (FE) - EValue
* Print ATR Report outcome via FE
* Input Lifetime cash forecasting information into via Truth (where relevant)
* Prepare suitability letters for Adviser sign off (using templates or software)
* Pass prepared case to Compliance (using checklist)
* On-Line Processing (where relevant)
* Updating IO on a continual basis with updates/changes/progress on cases using activity manger and other workflow functions
* Chasing business
* Weekly planning / strategy meeting with Adviser
PERSON SPECIFICATION
* Experience of working within financial services preferable.
* Understanding of financial products will be an advantage.
* Good GCSE or A-Level result and proficient at all IT packages.
* Excellent organisational and administration skills, who demonstrates good attention to detail.
* Ability to proactively use initiative to problem solve and anticipate next steps.
* A driven individual with a focus on client service and contributing towards a high-performance culture.
* Adaptable to change management plans and advocate to business initiatives.
* IT technically proficient including Office 365.
* Committed to advocating and encouraging an inclusive and diverse team culture.
* Understanding the benefits of the wellbeing agenda and promoting an open and considerate culture.
OFFICE LOCATION
Our client is based in the City and currently operates on a hybrid working basis. They currently work 3 days office based and 2 days working remotely.
#J-18808-Ljbffr