IFA Administrator

Recruiter
TEMPLEGATE RECRUITMENT
Location
Gloucestershire
Salary
£20,000 - £30,000 per annum
Posted
13 Feb 2018
Closes
27 Feb 2018
Contract Type
Permanent
Hours
Full Time

My client a well-established IFA practice requires an IFA Administrator, to assist with the development of a growing team that deals with a wide range of Financial Services products including Pensions, Investments

You will need experience working within an IFA Practice and Financial Services qualifications is preferred but not essential

This role provides an excellent opportunity for somebody who is currently an IFA Administrator looking to work with a reputable company with big plans for growth

On offer is a very competitive salary and a great working environment, working for a company that is extremely ambitious and growing all the time

Responsibilities

  • Maintaining relationship and contacts with providers to ensure a professional service
  • To obtain illustrations, key features and application forms from Platforms & Providers
  • Compile blank new client packs containing documentation such as, but not limited to, client agreement, fact find, risk questionnaire and profile for the Adviser to use at client meetings
  • Update client policy records on receipt of information on Adviser Office
  • To prepare new business applications in accordance with the company's standard operating procedures and compliance handbook
  • Arrange for amendments to encashment and withdrawal requests from existing client plans as instructed by the Adviser
  • To provide cover and carry out duties for other Administrators in the team, in their absence
  • Deal with enquiries raised by clients, providers, advisers and other members of staff

About you

  • Intermediate ICT skills including Word, Excel, and Outlook and be able to establish, maintain and up-date databases accurately
  • Prior experience of providing excellent customer service
  • Experience in administration support roles and able to maintain accuracy
  • Financial Services qualifications are desirable
  • Good communication skills
  • Professional attitude