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IFA Administrator

Cranleigh Personnel
Job LocationAlton
EducationNot Mentioned
SalarySalary negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Job Title: IFA AdministratorLocation: AltonSalary: Depending on experienceThis is a great opportunity for an aspiring IFA administrator to join this friendly, professional and supportive team within a Chartered Financial Planners who pride themselves on their service to their clients.Our Client, an accredited Chartered Financial Planners, provide both astute investment management and comprehensive financial advice and planning, ensuring that nothing is left out of the equation or to chance. The rare breadth and depth of their services means that they address all the gaps left by single service providers, giving the client the best possible prospects for an improved financial position and better investment returns.Their friendly team is made up of 19 individuals - 3 of which head up the investment management side and the rest of which work on the financial planning side of the business. The team are varied, highly qualified and pride themselves on their team ethic and supportive nature throughout. The financial planning side provides detailed advice on a wide variety of areas such as inheritance tax planning, retirement planning and long term care solutions.Other benefits include being only a 10 minute walk away from Alton station, and ample parking outside the offices.Skills & Qualifications:

  • Relevant knowledge and experience in a similar role.
  • Proficient IT skills in core Microsoft Office systems.
  • Organisation and prioritisation skills.
  • Excellent verbal and written communication skills with an eye for detail.
  • Professional telephone manner
    • Key Responsibilities: Our client is looking for an experienced Administrator to join their busy administration team and take on the responsibility for a bank of clients, ensuring that the servicing of these clients meets the high standards expected.As you will be very much part of a team, the successful candidate must be a team player. You must be experienced in diary management, be confident in your ability to prioritise workloads and be organised in your approach.Duties would include:
  • Reporting to Administration Manager
  • Processing Letters of Authority
  • Arranging fund reviews and reports to be written
  • Running risk questionnaires and ID checks
  • Sending reports to clients including putting together illustrations, enclosures and forms
  • Submitting new business whether online or by post
  • Adhering to data protection and compliance requirements
  • Liaise with clients, advisers, providers and other professionals
  • Ensure clients and advisers are kept up to date with progress
  • Update and maintain back off database
  • Trading - online or by post
  • Deal with client requests (general queries, income, withdrawals)
  • Process death claims
  • Book client meetings and preparing packs for these meetings
  • Audit of client’s records
  • Work closely with other teams in the office to ensure tasks completed promptly
  • Provide support to the advisers
  • General office duties such as opening the post, answering the phone and making client refreshments
  • Using 1st (Avelo) and Volume programmes
  • Attending client seminars
  • Any other duties deemed appropriate.
    • If this role sounds as though it aligns with your desire to have a career in financial services and a high level of compensation, please email your CV with a covering letter now.Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients. Required skills
  • Administrative Support
  • Client Meetings
  • Financial Services
  • Organisational Skills
  • Telephone Manner

    • Keyskills :
    Administrative Suppt Client Meetings Financial Services Organisational Skills Telephone Manner

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