IFA Administrator

IFA Administrator

Dore, Sheffield

To £30,000 per annum basic, plus beefits

I currently have a fantastic opportunity for a Financial Administrator to join our client who is expanding on a national basis. This is an integral and varied role and your proven experience in providing high quality administrative support will be invaluable to the business and whole team. You will work as part of a team that act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.

Requirements:

You will have proven experience of working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner.

• Good working knowledge of IO and Platform.
• Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.
• Confidence with IT and office software packages including Teams, Outlook, Word and Excel.
• Management and prioritising workloads.
• Excellent planning, organisational and multi-tasking abilities.
• Analytical and problem-solving skills.
• Flexibility/adaptability to cope with change.
• Excellent communication skills at all levels.
• A team player with a positive attitude.

Duties:

The role forms a key part of the team and you will be involved in the day-to-day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained.

• Client correspondence, written and verbal.
• Processing New Business.
• Preparation of client review packs.
• Arranging client meetings and managing the Adviser's diary.
• Illustration requests.
• Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
• Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
• Taking phone calls, enquiries and requests, and handling them where appropriate.
• Back-office support.

How to apply:

Please contact Stuart at Reward Recruitment or send your CV to co.uk.