IFA Administrator

Join a thriving financial planning practice. This is an excellent opportunity if you are a client focused administrator seeking a supportive firm that will assist you with further professional development, if desired.

The purpose of the position is to support the company in terms of new business and offering clients a high level of ongoing service.

Responsibilities:

• Liaise with clients, providing full range of support to all servicing requirements of existing client's Investments, Pensions and Mortgages.
• Be the first point of contact for clients and relied upon by them to resolve any administrative issues.
• Book client meetings and manage the calendar of appointments for advisers.
• Prepare meeting packs; construct portfolio valuation reports and pre-populate new business application forms.
• Help ensure files are compliant and complete.
• Process new business and track to completion.
• Write letters to clients and providers.
• Provide a high level of service to clients, including regular valuations and updates on the status of their cases.
• Maintain and update back-office systems.
• Perform other ad-hoc tasks in the office as required.

This is an office-based role for a growing company keen to invest in the development of the team with opportunities for professional exams and career progression if desired.

Previous client servicing experience is desirable. This is a client servicing role and the successful candidate must have excellent telephone manner and offer a warm greeting to clients in person when they visit the office.

It is equally as important to be able to build lasting working relationships with providers and investment partners in order to help track through new business and ensure the best ongoing level of service for our clients.

Knowledge of financial products and processes would be a strong advantage.

• Minimum of 33 days of holiday, inclusive of bank holidays
• Private medical insurance
• Life insurance
• Pension contribution
• Industry specific exam funding
• Professional development