IFA Technical Administrator
Please make an application promptly if you are a good match for this role due to high levels of interest.
South Leics (our ref AL1380) Office based role full time
Salary to £30,000 dep on exp + excellent benefits inc parking
My client is a very well-established IFA, who provide wealth management advice to both private and corporate clients.They now have an exciting new opportunity for an individual who has at least 2 years experience within financial services, to join their IFA administration support team.Experience in Financial Services is essential, with enthusiasm and commitment in delivering a first-class service, to both clients and colleagues, being paramount.
The Role:
Letter of Authority administration and processes.
Making of appointment packs/General administrative duties where required.
Valuations.
Telephoning providers.
Letter writing/Photocopying
Prepare cash flow modelling (information gathering and understanding)
Prepare portfolio comparison analytics
Action fund switches & carry out attitude to risk questionnaires
Booking then preparing new and existing client appointment packs
Adviser diary management
Regular engagement with clients and providers via telephone, email and letter
Produce no action and fund switch suitability letters
Maintain clear and compliant records
Attend departmental meetings and training
Process new business applications
Liaising with providers to ensure new business is completed in a timely manner, identifying/resolving any issues/queries, and updating client/adviser accordingly.
Death claims informing relevant companies, obtaining correct documentation to complete a death claim. Liaising with family members in an empathising manner.
Keep up to date with all relevant product, legislative and technical changes, as required.
Ideal skills/experience:
Previous experience in an Administration role (minimum of 5 years), with 2 of those years being within the Financial Services sector.
Thrives in a fast paced and accurate data input environment.
Understanding of regulations/compliance (advantageous).
A working knowledge of Microsoft Word, Excel and Outlook with the ability to get to grips with, what might be an unfamiliar software package, e.g.,back-office system (Xplan/Curo).
Excellent customer facing interactions, good administration skills/phone manner and IT skills
Well-presented.
Self-motivated and organised, with a good work ethic.
Will take personal responsibility for the quality and timeliness of work and can achieve results with minimal supervision.
Able to stay focused on tasks, despite distractions and interruptions.
Be an integral part of the team a good communicator, willing to input new ideas and suggestions to improve process.
Flexible in their approach to work and processes. The right candidate should be able to adapt/evolve as working practices change.
Benefits:
25 days holiday, plus bank holidays.
Generous non-contributory pension scheme, commencing after three months continuous service + Death in Service benefit
On-site parking
If this role is of interest, please apply with an up to date CV.We aim to respond to all applications within 10 days.By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website .
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