IFA Administrator

IFA Administrator/ IFA Support/ IFA Sales Support.

Experience of working with IFA's.

The Role:

• To provide high quality support within a team, building a relationship with clients whilst delivering a high level of service.

• To ensure complete and accurate records are maintained of all client dealings.

Responsibilities:

• Technical administration and dealing with more complex client queries(including bond/unit

trust tax calculations, pension funding queries).

• Letter writing including ISA, JISA and ISA recommendations, investment suitability letters, overviews and pension reports.

• Completing the monthly review of all new business cases and ensure they have been

• accurately recorded before submitting this to the Finance department.

• Organising the team and managing workloads alongside the Finance Executive.

• Training new and existing administrators within the team

• Providing guidance to administrators - especially necessary for complex administrative

• Liaising with clients and providers and providing regular updates to clients

• Attend peer group meetings to discuss best practice/find efficiencies in process.

• Occasionally attend client meetings with advisersnto provide administration support and to build relationship with clients.

• Process more complex new business cases such as Defined Benefit pension transfers.

Qualifications:

• Working towardsthe Diploma in Regulated Financial Planning

• 18 months - 3 years relevant IFA industry experience.

• Knowledge of all advice areas including retirement planning and pension consolidation.

• Strong understanding of compliance responsibilities .

• Ability to work within a team.

• IT competent with knowledge of Intelligent Office an advantage.

Skills required:

• Highly organised, competent individual with positive attitude and enthusiastic nature.

• An excellent understanding of administrative procedures.

• A good technical knowledge demonstrated through both experience and exam success.

• High personal standards to deliver quality support to the team and clients.

• Evidence of previous administration skills such as organisation, prioritisation and ability to work under pressure.

• Confidentiality is key,thoroughness and attention to detail, effective communication and confidence to question and work with teams and advisers.

• Role would suit a result driven, analytical and tenacious individual who can work well with others and is keen to further develop their career in Financial Services.

What you will get:

Excellent salary, career progression, increased earning potential, company benefits, sociable and professional working environment.