IFA Administrator

Heat Recruitment
£20,000 per annum
12 Sep 2017
10 Oct 2017
Contract Type
Full Time

In this new role, you will provide an efficient private client administration support service to a team of existing advisers. You will assist advisers in the processing of new business and the servicing of existing clients, adhering to strict FCA regulations and internal policy and procedure.


  • Dealing with client queries, taking the appropriate action to ensure the query is dealt with in a timely and effective manner.
  • Processing of new business and documentation in accordance with the agreed service and quality standards.
  • Inputting data on internal systems ensuring the information is accurate and up to date.
  • General administration ensuring the work flows effectively.
  • Preparing for adviser/client appointments including obtaining quotations, illustrations.
  • Producing client valuations.
  • Dealing with adviser charge, fee and commission enquiries.

About You

  • Experience within a financial services administration role.
  • Professional industry qualifications desirable.
  • Good communication skills, both oral and written. You will be able to build strong relations with staff members and clients.
  • You will be confident and self assured. Display a positive approach to change, remain calm and work well under pressure.
  • Good knowledge of Microsoft Office.
  • Good planning and organisational skills, having the ability to organise and prioritise workloads.
  • Accuracy and attention to detail being key.