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IFA Adminstrator

Ortus PSR
Job LocationBarnstaple
EducationNot Mentioned
Salary£28,000 - £32,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

One of the UKs most prominent independent financial advisory and wealth management firms is looking to hire a Senior IFA Administrator to Support the Financial Advisers in the South West.You will get access to a fantastic team that promotes development through the funding of your CII qualifications as well as support with study. You will be working in a small team handling administration related to Investments and Pensions. On offer isan attractive salary and hybrid working as well as a raft of benefits that include dental and health care options.You will be a vital part of this dynamic team, contributing to the success of our organisational strategy, your Key Responsibilities:

  • Provide efficient administrative support to our team of IFAs.
  • Craft impeccable correspondence, including letters and emails.
  • Act as a point of contact for IFAs, clients, life offices, and members of the business.
  • Maintain and update administration systems, ensuring the accuracy of client data.
  • Manage diary systems, ensuring workflow adheres to service level agreements (SLAs).
  • Assist in managing our IFAs portfolio of existing business.
  • Ensure that all essential documentation is correctly attached to the relevant client records.
  • Prepare and format reports according to Company guidelines.
  • Assist in obtaining research for protection and annuity products.
  • Obtain illustrations for products from providers, either online or over the telephone.
To be considered:
  • Previous experience in an office administration support role for advisers.
  • Experience coaching and supporting team members.
  • Effective organizational and planning skills.
  • The ability to build and nurture relationships.
  • Proficiency in Microsoft Word, Excel, and Outlook.

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