Job Description
IFA Administrator – (Wealth Management) Salary £27,000 - £35,000 DOE + pension + excellent benefits
Based: Farnborough / Some hybrid
Our client, a market leading Financial Services Company provides financial advice to Private High Net Worth individuals and successful SME’S. They are looking for an individual with Business Support experience gained from within the financial services industry, candidates MUST have life investment and pensions experience. You will be supporting Advisers in their day-to-day jobs.
Key Responsibilities of the role:
* Support Financial Advisors with the delivery of administration support focusing on new business and client servicing
* Carry out end to end processing of new business cases
* Update back office systems, ensure accurate client data throughout the sales process
* To promote teamwork by helping colleagues and consultants to meet client service requirements
* Organise and manage time to ensure delivery of SLA’s to meet consultant and client expectations both in terms of timeliness and quality
* Building relationships over the telephone with both Clients and Product Providers
* Build relationships with internal colleagues
* Operating within the company’s Treating Customers Fairly Principles at all times
Candidate Requirements:
* Ideal candidates will have 2-3 years experience working within Financial Services specifically for a firm of IFA’s or within a wealth management company processing new business
* Will have a good understanding of a range of financial service products- such as pensions, investments etc.
* Will have experience of supporting IFA’s / paraplanners and consultants within your current role or speaking to them on the telephone via your role
* CF relevant qualifications would be desirable or a willingness to study
* Excellent record keeping skills
* Good organisation and time management skills
* Proficient in Excel and Word
* Strong communication skills and excellent team player
This is an excellent opportunity to join a market leading Business and progress your career in SalesSupport. Full training will be provided for the successful candidate on our Client’s business process, workflow and back-office system.
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