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Role:
EGRecruiting is delighted to be recruiting for an experienced IFA Administrator, to join a highly regarded and well-established IFA firm in North Tyneside. This is a regional office of a national business, where employees are truly valued, supported and rewarded.Within the role, you will be required to provide a quality administration and support service to high net worth clients, allowing the Advisers to focus on client relationships.Responsibilities will include:-· Prepare information packs prior to client meetings· Obtain information from providers and prepare client valuations· Input all client information into the back-office system· Record all tasks within agreed timeframe and ensure that the client history is up to date· Collate all documentation and ensure that the New Business pack is complete prior to submitting applications to providers· Obtain regular updates from the providers· Input any electronic applications forms as required· Upload documentation into the back-office system and scan other documents as required· Liaise with product providers and the commission department to resolve queries· Liaise with Advisers and Paraplanners, to ensure client expectations are met· Provide regular updates to the Adviser and clients· Be the main point of contact for client administration queries· Deal with client and provider correspondence· Ensure that the client file is compliant· Familiarise yourself with client circumstances, objectives and timescales· Be responsible for scanning and archiving client files· Identify any improvements that can be made· Participate in appropriate company and departmental training, competence and development initiatives
Benefits:
· 35 hour week with hybrid working· 25 days holiday (increasing to 30)· Pension (matched to 7.5%)· DIS x4· Income protection (75% of salary)· Access to free financial advice· Interest free season tickets loans, eye care and childcare vouchers· Shopping discounts (holiday, gym and high street retailers)· Additionally, a superb range of flexi-benefits· Career development, if desired
Candidate Requirements:
- Accomplished administrator with extensive experience gained within an IFA firm· Outstanding verbal and written communication skills· Excellent telephone manner and ability to deliver exceptional client-centric service· Superb attention to detail and able to deliver a high standard of work· Able to work independently and demonstrate initiative· Organised and able to manage workflows to timescales· Enthusiastic, energetic and a team player· Uphold strong values - honesty, integrity and able to maintain confidentiality· Proficient in Microsoft Office, particularly Outlook, Word and Excel· Intelliflo (IO) experience would be desirable
Qualifications:
R01/other desirable, not essential
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