We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in Marlow. They are currently looking to recruit a Senior IFA Administrator to join their team. The ideal candidate should have a good understanding of Intelligent Office.
Purpose of role
This new role will support the Central Administration Team in ensuring the efficient and effective use of our back-office system, Intelligent Office (IO). It will include project work relating to data integrity, maintenance and development of admin processes, and technical support for client-facing admin teams in relation to the accurate use of the system.
Key Tasks:
1. Opening and sorting daily post on a rota
2. Sending daily post on a rota
3. Answering the telephone and directing calls, taking and passing on messages
4. Liaising with clients, insurance companies and advisers via e-mail, telephone and in person when clients visit the office
5. Developing and building relationships with clients
6. Preparation and submission of new business applications, including obtaining illustrations/quotations, product literature, fund/transfer values from insurance companies and chasing new business transactions ensuring they are completed smoothly and speedily
7. Maintenance of client records using Iress (inputting new business, updating client investments)
8. Scanning documentation
9. Preparation of valuations
10. Competent use of investment platform for placing trades and managing client cash accounts
Experience and Qualifications:
The successful candidate will have/be:
11. 2-3+ years’ experience within the independent sector of the financial services industry, in a relevant administration or operations role
12. 2-3+ years’ experience using Intelligent Office in an IFA administration role and a talent for working with systems and managing data effectively (candidates lacking the necessary iO experience will not be considered for the role)
13. Excellent written and visual presentation skills with high attention to detail
14. Excellent IT skills, being highly proficient in the use of Microsoft Office packages including at least intermediate Excel knowledge
15. Understanding of the needs of Financial Services teams and FCA rules and compliance
16. A CII Certificate level qualification (and/or other relevant financial qualifications) will be an advantage.