IFA administrator

Fram Search

Posted 5 days ago, valid for 20 hours

Heathfield, East Sussex TN21 9DA

Full Time

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Sonic Summary

Our client, an independent financial planning firm, is seeking an IFA administrator to support their Financial Planning and paraplanning team due to growth.
The role involves managing client relationships, processing new business applications, and administering clients' investments, among other responsibilities.
Candidates should have a few years of administration experience within an IFA, bank, or financial services, with knowledge of Intelligent Office (IO) being desirable.
Strong skills in Word, Excel, and Outlook, along with excellent customer service and communication abilities, are essential for this position.
The role offers a competitive salary and the opportunity to work collaboratively in a supportive environment.

Knowledge of IO desirable
Financial Services experience
Competitve Salary

Our client is an independent financial planning firm is committed to providing excellent customer service to client. Due to growth, they are looking to hire an IFA administration to provide comprehensive administrative support to the Financial Planning and paraplanning team. The admin team, work in a pod system supporting the financial advisor, allowing you to get to know the clients, Financial planning product and providers well. This is a varied and busy position requiring the successful candidate to provide a full range of administrative support to the firm. Some of the responsibilities:

Managing client relationships
Being a key point of contact for company clients and external stakeholders.
Processing new business applications and monitoring to completion
Liaising effectively with providers
Administering clients’ investments and arranging the withdrawal of client monies
Producing client valuation reports
Working collaboratively with Financial Planners and Paraplanners within your pod, supporting them and the clients you serve.
Compliant maintenance of the back-office software (Intelligent Office) and systems
Comply with the relevant Compliance, Treating Customers Fairly, SMCR, Anti-Money laundering procedures and relevant FCA rules at all times
Other ad-hoc administration duties as required

An ideal candidate will have at least a few years’ administration experience within a IFA, Bank or financial services. Knowledge of IO would be desirable and a good knowledge of Word, Excel and Outlook, with excellent customer service, written and verbal communication skills.

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