My client is offering an exciting opportunity to join their team as a Junior IFA Administrator.
You will have the opportunity to join an established & growing firm based in the heart of the City of London, working with some of the industry’s leading Financial Advisers. We are looking for a bright, enthusiastic and proactive Junior IFA Administrator to join our diverse market leading Financial Advisory team in the City of London. You will be providing support to a range of individuals within the firm including Partners, Advisers and Administrations staff, as well as Clients.
This rewarding long-term role will enable you to build on your existing skills and knowledge, and enjoy working within a supportive and encouraging environment. This is a fantastic opportunity for someone looking to start their career. The firm offers full support with CII qualifications and progression within the firm.
Role and Responsibilities
* Pro-actively liaising with clients, advisers, providers and other members of your team to request documentation and provide progress updates.
* CRM System updates - including uploading and updating client information into our system.
* Assisting in regulatory and compliance matters
* Providing general support to senior staff and administrative team regarding cases & project work
* Sending off paperwork to providers and chasing them for updates.
* Contacting clients to request information and providing updates.
* Analysing and summarising policy information
* Welcoming clients & confirming meetings
* Sending and updating LOAs.
* Working with and adhering to company and FCA policies and procedures.
Skills, Experience and Attributes Required
* Educated to GCSE's / A Levels or Equivalent
* Some work experience within an office environment is ideal
* Excellent telephone manner and customer service skills
* Strong IT Skills and typing skills
* Experienced in Word, Excel and Outlook
* Must be able to work independently and show initiative
* Professional manner, positive attitude and well presented
* Be organised and proactive
* Have an excellent work ethic
Work Life
* Full Time
* Monday to Thursdays office based - option to work from home on a Friday
* Flexible start time
* Encouragement & support towards professional qualifications and personal development for each member of their team
* Based in prestigious London offices near the Gherkin.
* Successful team who enjoy sharing each other’s success and fostering a collaborative approach