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IFA Administrator

Job LocationLinlithgow
EducationNot Mentioned
Salary20,000 - 25,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Blue Arrow are currently recruiting for an IFA Administrator for our client based in West Lothian. This an exciting opportunity for an experienced Financial Services Administrator who is looking to progress into an IFA role long term. This is rare opportunityto join a modern, dynamic company who offer genuine career progression and support from day one.Main duties and responsibilities

  • Manage client records via internal and external systems, ensuring they are updated accurately
  • Contact clients to arrange appointments, following up on new business opportunities
  • Prepare files for key client meetings
  • Obtain existing product information to produce valuations and projections etc
  • Keep in regular dialogue with providers with regards to the transfer process
  • Respond to client enquiries via email and telephone
  • Maintain new business log
  • Check monthly fee payments as well new business fees
  • Produce monthly performance reports
Relevant skills/Experience
  • Minimum 2 years experience working in an administration role, preferably within Financial Services
  • Understanding of the Financial Services market, specifically the role of an advisor, Life insurance and investment products, UK taxation regime and principals of fund manager
  • High attention to detail
  • Experience in client and product administration
  • Strong communication skills within a client facing environment, both written and verbal
  • IT literate with experience of MS packages Outlook, Word and Excel
  • Team player
  • Ability to deliver to tight deadlines
  • Highly organised

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