Financial Services Administrator

Bond Recruitment is recruiting an IFA Administrator on behalf of our client, a well-established Financial Planning firm in Altrincham. This is an office-based position where the successful candidate will provide comprehensive admin support to the financial advisers to include (but not limited to):

• Diary & email management
• Arranging appointments
• Client/third party communications by telephone and email
• Preparing letters and reports
• Activity tracking
• Managing incoming and outgoing post
• Preparing all documents for adviser meetings and ensuring client information is recorded accurately
• Processing New Business such as Investments/Pension/Protection applications
• Process Ongoing client work
• Point of contact for clients / Respond to client queries
• Responsibility for full LOA process - Contacting client for plan details, sending information to providers and following up with providers to receive full plan information

Specification:

• To work accurately and proficiently, with attention to detail.
• Be able to take and execute instructions accurately.
• Proficient in MS Office 365 and other industry related tools
• Excellent spoken and written communication skills.
• Proficient in the Intelligent Office Back Office System
• Relevant experience of working in an admin role within an Independent Financial Advisory Firm.
• Proficient in dealing with investments and pensions admin is essential
• Proficient in dealing with Platform and Provider Portals
• Ability to manage own workload, adapting and flexing to the needs of the business.
• Ability to work independency and to take initiative to be productive.
• Self-motivated with a can-do and tenacious attitude.
• Good organisation skills and efficient time management skills
• Desire, drive, and adaptable mindset to be part of a growing practice.
• Embracing Change: Responds positively to change, embracing and using new practices or values to accomplish goals and solve problems.

Experience:

• Pension & Investment administration 2 years + (required)
• Financial Planning/advice administration: 2 years + (required)