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IFA Administrator

IFA Administrator

Intega IT

Posted 3 hours ago, valid for 10 days

Woking, Surrey GU21 4NR, England

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

Independent Financial Advisory group is looking for an IFA administrator to join their client support team.
Key responsibilities include providing administrative support, managing documentation, handling queries, and ensuring compliance.
Candidates must have previous administrative experience in financial services and a minimum of GCSE Maths and English Language graded C or above.
The role requires strong communication skills, attention to detail, and proficiency in MS products, with a salary of £25,000 to £30,000 per year.
Prior experience with CRMs and financial platforms is desired, and candidates should be eager to learn and work both independently and as part of a team.

Independent Financial Adviserory group are seeking an IFA administrator, to join their client support team.

Key responsibilities will include:

• Providing proactive administrative support for their paraplanners and IFAs

• Preparing and processing documentation for any new and existing clients

• Managing cases utilising our various CRM portals and provider platforms

• Handling incoming queries from internal staff, clients and external providers via email and telephone

• Ensuring all compiled files meet with compliance requirements and reporting any that do not to the appropriate parties

• Liaising with product providers and other third parties

• Promoting the company’s services in a professional and FCA compliant manner

What they are looking for:

• Previous experience of an administrative role within the financial services industry (Required)

• GCSE Maths and English Language (or equivalent) - graded C or above (Required)

• Excellent written and verbal communication skills (Required)

• Strong numeracy skills (Required)

• Exceptional attention to detail (Required)

• Ability to understand and analyse financial and non-financial data (Required)

• Experience in communicating with and managing expectations with clients (Required)

• Desire to learn and develop (Required)

• High level of initiative (Required)

• Ability to work independently and as part of a team (Required)

• Literate with MS products including Outlook, Word and Excel (Required)

• Prior experience working with CRMs/online portals such as Intelliflo Office (Desired)

• Platform experience with Nucleus, Transact, Quilter and Standard Life/abrdn (Desired)

For further details please contact Katie Collins

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