IFA Administrator

Description, duties, responsibilities

Overview:

An excellent opportunity has arisen for a dynamic IFA Administrator to join an IFA practice in their Chesham office, on a permanent basis. This is a hands-on administration role that requires good personal and organisational skills, a proactive approach and can do attitude.

Duties & Responsibilities

Providing administration support for the Financial Advisers:

• Answering the telephone;
• Opening, logging and scanning the post;
• Greeting clients;
• Undertaking client valuations and associated fund performance research;
• Liaising with providers by telephone/correspondence in relation to new and existing business;
• Processing new business (online and by post) and monitoring applications;
• Processing amendments to existing plans e.g. fund switches;
• Update back office systems;
• New business illustrations and research;
• Processing letters of authority and obtaining full information on clients' plans;
• Scanning client files;
• General correspondence.

Compliance activities:

• Adherence to the Firms compliance processes and procedures;
• Working with the Firms Compliance Officer and Compliance consultants to ensure the Firms activities are compliant.

Other benefits

Competitive salary and full support with career development will be provided.

Personality requirements and skills

Skills:

• excellent communication, interpersonal and listening skills;
• the capability to explain complex information simply and clearly;
• the ability to work in a team;
• time management skills;
• customer service skills;
• self-motivation and organisation;
• a good level of numeracy and IT skills;
• a flexible approach to work;
• decision-making skills;
• discretion and an understanding of the need for client confidentiality;
• an ethical and professional approach to work.

Knowledge and Experience

• Investments;
• Pensions;
• Mortgages;
• Protection

Experience in the following areas:

• Use of industry systems such as Adviser Office or XPlan, IRESS Exchange, TriGold and SelectAPension;
• Proven ability to multi-task a number of sometimes conflicting priorities;
• Experience building relationships with business peers;
• Always acting in a professional manner and with absolute discretion;
• Results oriented team player.