Ifa Administrator

FULL-TIME PERMANENT ROLE, GOMSHALL

SALARY GBP25K-GBP28K

Reports to

Operations Manager or equivalent.

Purpose of role

To provide comprehensive administrative support to advising and paraplanning teams.

Accountabilities

• Manage the administration workflow

• Develop, consistently implement and review processes

• Receive and implement requests from advisers and paraplanners

• Register and utilise appropriate extranets/websites and other forms of e-business

• Maintain up to date client records and data using our back-office database, Intelliflo Office

• Maintain up to date records on our document management system, Virtual Cabinet

• Obtain plan information from providers

• Process and track new business applications

• Prepare and issue Letters of Authority and track responses

• Invoice preparation

• Liaise with clients and providers

• Operate within the compliance and corporate standards of the business

• Undertake appropriate professional development and training

• Report on key measures on a regular basis

Skills, knowledge and experience

• Previous experience in an IFA environment or similar financial background is essential as is working on investment platforms (eg Standard Life Wrap, Elevate)

• Some group pensions administration experience may also be useful but not essential

• Interpersonal - team working and communicating with clients remotely

• Proactive, willing to continue to develop, enthusiastic

• Highly organised, methodical, disciplined and meticulous

• Ability to prioritise

• Computer literate - Outlook, Word, Excel

• Excellent keyboard skills