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IFA Administrator

The Kingswood Group
Job LocationCramlington
EducationNot Mentioned
Salary£18,000 - £24,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Kingswood Holdings Limited (trading as Kingswood) is an AIM-listed integrated wealth management group, with more than 16,000 active clients and c. £5 billion of Assets under Management. It has a growing network of offices across the UK as well as offices in New York and Johannesburg. Clients range from private individuals to some of the UK’s largest universities. The Group’s vision is to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by investment in people and innovation in technology to support our advisers and clients.We are seeking a Financial Services Assistant to provide both clerical and administrative support to ensure the smooth running of the company.Responsibilities:

  • Comply with the firm’s Compliance; Training & Competence; Complaints and Data Security policies / procedures.
  • To ensure that the firm’s clients are treated fairly
  • To work as part of a team alongside the firm’s advisers to provide clients with a professional ongoing financial planning experience.
  • Attend training and to develop relevant knowledge and skills.
  • Handling telephone / email enquiries and taking/recording messages accurately.
  • Processing and distributing incoming post. Preparing/logging of outgoing post.
  • Create and maintain filing systems / client files.
  • Arrange meetings / book appointments.
  • Accurate recording and maintenance of information onto IRESS (our client back office software)
  • Scanning documentation onto Volume (IFA specific software product)
  • Update and maintain the firm’s records / registers, as required.
  • Update and maintain the firm’s diary system.
  • The processing of all sales related paperwork from submission to completion and any ongoing administration for all business areas, e.g. investments, pensions, protection, etc.
  • Compiling invoices.
  • Ordering and maintaining stationery and equipment supplies.
  • Liaising with product providers / mortgage lenders, as and when necessary.
  • Assisting advisers in the creation of client financial reports / letters.
  • Monitor receipt of commission / fee payments from clients.
  • To attend meetings as and when required.
  • Maintain a computerised customer database.
  • Type and word-process various documents and electronic information.
  • Create financial reports using spreadsheets.
  • Manage, organise and update relevant data using database applications.
  • Dealing with client issues and enquiries.
  • All client and general administration.
  • Obtaining valuations (client or adviser request)
  • Compilation of quotations for advisers
  • Provision of general support for advisers
    • Skills:
  • Detailed knowledge of the FCA’s and the firm’s record keeping requirements.
  • Basic knowledge of the financial services sector.
  • Knowledge of the following software packages: IRESS and Volume
  • Knowledge of all business areas - investment, pensions and protection
  • Good written and oral communication skills.
  • Good report writing and organisational skills.
  • Computer literacy and good typing skills.
  • Accurate with good attention to detail.
    • Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted.

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