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Oakley Recruitment is proud to partner with a rapidly expanding organisation based in Bromsgrove. This is an exciting opportunity to join their growing team, as they are currently recruiting multiple Executive IFA Administrators on a full-time, permanent basis.
Culture and Environment
Our client fosters a dynamic and professional culture that is both welcoming and empowering. They are committed to delivering exceptional service to their clients while cultivating an environment where employees feel valued, supported, and driven to grow. Innovation, development, and excellence are at the heart of everything they do.
Personality
This candidate will provide exceptional administrative and technical support to both Financial Advisers and clients. You will be responsible for ensuring delivery of good outcomes, ensuring clients are put first in all that we do and have the ability to build and maintain relationship with both IFAs and their clients to drive business forward in a proactive manner.
If you are a focused individual who thrives in a fast-paced environment and has a drive for quality and professionalism then this could be the role for you.
Reward
- Contributory pension scheme
- Medical cash plan scheme
- Discounts on products and services
- Annual bonus
- Christmas party and summer events
- Additional holiday days for long service
- Buy and sell an extra 5 days of holiday
- Employee referral bonus scheme
- Secure parking
- Discounted gym access
Job Role:
- Acting as the first point of contact for client queries
- Providing excellent customer service to maintain strong relationships across all areas of the business
- Working with advisers to ensure all clients requests are dealt with from start to finish
- Holding regular 1:1 meetings with advisers to set clear workflow priorities
- Managing client expectations accordingly and keep them fully informed
- Liaising with providers and investment platforms to ensure that client requests are followed up and escalated when necessary
- Providing technical and administrative support to allocated IFAs including pre-population of forms, money laundering, fact finds and management of incoming post
- Preparing client review packs, research, illustrations, liaison with the paraplanning team as needed, preparation of new business packs and submission of new business cases for processing, coordination / oversight of payment requests
- Ensuring all client data is accurate and kept up to date
- Ensuring all written and verbal communication is produced with the client at the fore
- Maintaining diary management system, ensuring daily workflow is completed in line with SLAs and highlighting when not. Adviser diary management if required
- Taking ownership of own development, raising training requirements with line manager
- Constantly looking for ways to improve internal processes to support good client outcomes
- Ensuring that all internal policies are adhered to, and actions are in line with FCA guidelines
Skills and experience:
- Experience is required within a Financial Services IFA support role
- Good knowledge of a variety of modern platforms
- Knowledge of a variety of financial products, including pensions, investments, and protection
- Experienced using all Microsoft applications
- Ability to use own initiative and takes ownership of any task through to completion
- GCSEs in English and Maths
- Ability to form positive relationships within a high-pressured environment
- Have good problem-solving abilities
- Prioritising workloads to meet deadlines
- Strong interpersonal and communication
- Strong accuracy and attention to detail
Please Note: We do not contact or write to unsuccessful candidates. If we have not contacted you within 48 hours of your application, you should presume that your application was unsuccessful. By applying for this vacancy, you are permitting for Oakley Recruitment to contact you and retain your details. In compliance with the regulations (April 2004) in place under the Employment Agencies Act, Oakley Recruitment will require proof of identification. A copy of your passport, birth certificate and NI number will be required, as part of your interview process.
