IFA Administrator

My client is currently looking for an IFA Administrator to join their team on the Wirral.The Administration Assistant will work collaboratively within the Advice Operations function in delivering effective outcomes for both internal and external stakeholders and clients. This role is integral to maintaining efficient office operations and ensuring seamless communication within the organisation.

• Process Letters of Authority and Transfer of Agencies in a timely and effective manner
• Communicate with clients, third parties, and internal teams to resolve issues or provide updates on LOA status
• Engage with providers and other 3rd parties to ensure that client activity can be processed timely and effectively
• Ensure that the correct documentation is provided to clients and providers and that internal systems contain a full record of all action taken
• Answer telephone calls, ensuring that client, Financial Planner or 3rd party contact is effectively and compliantly fulfilled
• Issue documentation in line with company procedure
• Ensure that client complaints and/or breaches are escalated immediately to management/compliance Endeavour to deal with system generated tasks on the date due, ensuring that issues are escalated
• Ensure comprehensive client information is maintained in the back-office system.
• Action data control reports where exceptions are identified to ensure speedy, remedial action is taken to prevent client or data issues

Experience:

• Familiarity with general administrative tasks such as handling mail, scanning documents, and data entry.
• Ability to manage multiple tasks, prioritize workload, and meet deadlines efficiently.
• Experience in professional communication, particularly via email, to ensure clear and effective correspondence with colleagues and stakeholders.
• Ability to maintain accuracy in tasks such as recording post information, producing reports, and managing supplies.
• Comfortable using office software such as Microsoft Office (Word, Excel, Outlook) and familiarity with CRM systems for data management and document scanning.
• Experience working in a team environment.
• You will be required to demonstrate that clients are at the forefront of your mind at all times and you have an ability to multitask and prioritise workloads

The company offer hybrid working and a comprehensive benefits package.For more information please contact Graeme Hyland on or email

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