IFA Administrator

Recruiter
Heat Recruitment
Location
Salisbury
Salary
£20,000 per annum
Posted
12 Sep 2017
Closes
10 Oct 2017
Contract Type
Permanent
Hours
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.

Responsibilities

  • 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.