Job Description
IFA Administrator
Leicester based
Market leading salary
Company Benefits
Workplace pension with provider and funds under SHW main proposition via salary exchange (5% employer and 3% employee equivalent)
23 days holiday allowance, plus public holidays
Holiday scheme allowing for purchase or sale of up to 5 days holiday entitlement per year
Private medical scheme following successful completion of 6 months probation
Hybrid working up to 1 day a week from home in addition to flexible working for appointments
Funding and support for professional development
Discounts on our services
Our Client are a well-established Wealth management company, who have an excellent opportunity for an ambitious and talented Financial Planning Administrator to join their thriving Business based in the Leicester area.
This role will suit someone who has been working within financial services industry, and has experience of administering Pensions & Investments. Our client offer a fantastic training and development programme, and will therefore fully support those wishing to develop with CII examinations.
Daily you will be responsible for;
* Providing an efficient new business processing service, completing research, trades/fund switches, and liaising with product providers, to ensure that new business is set up and processed correctly
* Providing administration support in relation to valuations, transfer of servicing and client reviews to allow advisers to conduct efficient and effective client meetings
* Providing an effective link between the client and the adviser, ensuring that both are kept up to date with all matters relating to their financial affairs
* Ensuring that all client information is stored on the relevant system, that it is updated accurately and in a timely manner, checking that all compliance requirements are met
* Providing post meeting administration support to advisers, ensuring that all work is completed within agreed timescales
* Ensuring that any complaints (formal or informal), breaches or losses are reported to the Commercial Director at the earliest possible opportunity to facilitate speedy resolution
* To undertake general administrative duties (e.g. scanning, filing, preparing letters, etc.) in order to ensure that deadlines are met, appropriate records are maintained and are accessible, and so as to comply with regulatory requirements
* To continually maintain and develop technical, product and industry knowledge in order to keep pace with developments and change, in order to be able to work effectively
* To support with process improvements and developments and business projects, to drive the company forwards
The successful candidate must have previous experience as an Administrator working within an IFA practice. You will have an eye for detail and take extra lengths to satisfy the needs of clients. You must be confident, passionate and thrives off working in a fast paced and busy team environment.
For further information please contact one of our specialist consultants quoting REF:NJR16538