IFA Administrator
Job Type : Permanent, Full Time
Salary : £25000 – £29000/annum
IFA ADMINISTRATOR – GODALMING – £25K – £29K
My client is an award-winning name within the financial services sector and they are currently looking for a professional and highly motivated Administrator with at least 2 year's experience of working in an IFA practice.
Responsibilities:
Flexibility to assist the sales team with all administration tasks, as required, including (but not limited to) the following:
* Maintenance of the client review process including the preparation of spread sheets and reports accordingly.
* Preparation and typing of letters and other reports, where required.
* Obtaining new business illustrations for Investment and Pensions Consultants where required.
* Processing of new business applications, including checks to ensure that documentation is correct.
* Maintenance of client database.
* Assist in the ongoing research into appropriate investment funds.
* Ensure all administration is completed in an effective manner to meet the firm’s record keeping and file quality requirements.
* Ensure that the firm’s high standards of client care are met, and operating at all times within the Rules of the FSA.
You must have strong communication skills, both written and verbal and have the ability to speak regularly to clients and product providers. You must be a good team player with excellent IT skills – ideally with good experience of finanical software.
Hours are 37.5 hours per week, Mon-Fri 9am-5.30pm. Please note that this role is totally office based. Our client is offering a competitive salary in line with experience and excellent opportunities to progress within the business. In addition, you would receive a competitive benefits package including 25 days' holiday, life cover, private healthcare and a company pension
