IFA Administrator

Are you a detail-oriented professional with a passion for delivering excellence in the financial services industry? Do you thrive in a fast-paced environment where accuracy and timely execution are key? If so, our client, a respected leader in the financial services sector, is looking for you!

Our client is seeking a Financial Services Administrator to support their Partners and Advisers by providing high-quality, accurate, and timely administrative services across a variety of financial products. This role is crucial in ensuring their clients receive exceptional service at every touchpoint.

Client File Management:

• Prepare and maintain client files with utmost accuracy, ensuring compliance with GDPR and company standards.
• Handle client correspondence promptly and professionally.
• Keep tasks and workflows updated in accordance with company procedures.

Client Administration:

• Process letters of authority and handle client requests efficiently.
• Liaise with providers, third parties, and clients via email, phone, and written communication.
• Oversee business processing from proposal to policy document stage, ensuring all transactions are handled with precision.

General Duties:

• Collaborate effectively with the team, sharing knowledge and supporting colleagues to foster a one-team ethos.
• Continuously seek opportunities to improve business processes and contribute ideas for innovation.
• Comply with all company policies, including Compliance, Training & Competence, Complaints, and Data Security.
• Engage in special projects and actively participate in ongoing personal and team development.

Skills:

• Outstanding interpersonal skills, both written and verbal, for effective communication with clients and team members.
• Strong attention to detail with a commitment to delivering work accurately and efficiently.
• Proficient in Office 365 (Word, Excel, Outlook) and familiar with financial platforms like Standard Life Wrap, Quilter, A J Bell, and Intelliflo.

Knowledge:

• In-depth understanding of FCA rules, requirements, and record-keeping standards.
• Broad knowledge of the financial services sector.
• Fully or partially qualified in FPC/CFP, with a commitment to achieving a Diploma Qualification.

• Professional Development: Our client is dedicated to supporting your growth and helping you expand your skill set within the financial services industry.
• Collaborative Environment: Work within a dynamic and supportive team that values your contributions and fosters continuous improvement.
• Impactful Role: Play a vital part in delivering top-tier financial services, making a difference in clients' financial wellbeing.

If you're eager to advance your career in the financial services industry with a company that values precision, teamwork, and client satisfaction, this is the opportunity for you. Apply now to join our client's esteemed team and help them continue delivering exceptional service.