My client is currently looking for an experienced IFA Administrator to join their team in Knutsford.
The Role:
* To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards
* To work closely with the aligned Financial Planners to deliver excellent client outcomes
* To build relationships with clients and maintain regular contact
* Maintain back-office systems and client records in line with the company policies
* Request policy information from third party policy providers if applicable
* Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable
* Preparation of meeting packs and valuations (as required)
* Assist investment managers in the preparation of new business pitches and presentations
To be successful in this role, you should have:
* Proven experience working in the financial services industry
* A strong ethic of client service
* Ability to work under pressure and to prioritise work
* Excellent communication skills both written and verbal, influencing and organisational skills
* Ability to use judgement and reasoning to propose solutions to problems
As a colleague here you will have access to benefits that include:
* Competitive salary
* Private medical insurance
* Life assurance
* Pension contribution
* Hybrid working mode
* Option to purchase additional holiday
* Shared parental leave
For more information please contact me on 07896 933622 or email graeme.hyland@idexconsulting.com
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