IFA Administrator
- Recruiter
- Confidential
- Location
- Hitchin
- Salary
- 25000.00 - 30000.00 GBP Annual
- Posted
- 15 Apr 2021
- Closes
- 23 Apr 2021
- Job Title
- Team Assistant
- Industry Sector
- Accountancy
- Contract Type
- Permanent
- Hours
- Full Time
Senior IFA Administrator
An established Independent Financial Planning firm is keen to grow their friendly back-office team by adding a new IFA Administrator to the business.
This is a genuinely exciting opportunity for an ambitious individual who is looking for a 'Career' within this exciting and buoyant industry. You will receive full support for exams, pension and excellent benefits. The role requires an individual who has the ability to work within a fast paced environment, adapt to industry changes and someone who can adjust to various different deadlines and looking for long term progression within the Practice.
Working as part of a busy and friendly team the successful candidate will be responsible for:.
Main responsibilities are :
* To provide efficient administrative support to a number of IFA's
* Preparation of correspondence including letters and emails
* To be a point of contact for clients, life offices and members of the business
* Maintenance of all administration systems, ensuring all client data is accurate and up to date
* Maintenance of diary management system, ensuring daily workflow is completed in line with agreed SLA's
* Assist with the management of the IFA's portfolio of existing business
* Ensure appropriate documentation is scanned and attached to the relevant client records
* Prepare new business and review packs for IFA client meeting.
The successful candidate will have the following skills and experience:
* Minimum of 18 months experience in providing administrative support within a Financial Planning firm
* Knowledge of Pensions, Investments and Protection products
* A professional and personable communicator who is comfortable dealing with clients
* Strong attention to detail and a good level of numerical skills
This role will be varied and would suit someone who is really looking to have a diverse workload and also expand their financial planning knowledge through the exam support available
An established Independent Financial Planning firm is keen to grow their friendly back-office team by adding a new IFA Administrator to the business.
This is a genuinely exciting opportunity for an ambitious individual who is looking for a 'Career' within this exciting and buoyant industry. You will receive full support for exams, pension and excellent benefits. The role requires an individual who has the ability to work within a fast paced environment, adapt to industry changes and someone who can adjust to various different deadlines and looking for long term progression within the Practice.
Working as part of a busy and friendly team the successful candidate will be responsible for:.
Main responsibilities are :
* To provide efficient administrative support to a number of IFA's
* Preparation of correspondence including letters and emails
* To be a point of contact for clients, life offices and members of the business
* Maintenance of all administration systems, ensuring all client data is accurate and up to date
* Maintenance of diary management system, ensuring daily workflow is completed in line with agreed SLA's
* Assist with the management of the IFA's portfolio of existing business
* Ensure appropriate documentation is scanned and attached to the relevant client records
* Prepare new business and review packs for IFA client meeting.
The successful candidate will have the following skills and experience:
* Minimum of 18 months experience in providing administrative support within a Financial Planning firm
* Knowledge of Pensions, Investments and Protection products
* A professional and personable communicator who is comfortable dealing with clients
* Strong attention to detail and a good level of numerical skills
This role will be varied and would suit someone who is really looking to have a diverse workload and also expand their financial planning knowledge through the exam support available
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