Naukrijobs UK
Register
London Jobs
Manchester Jobs
Liverpool Jobs
Nottingham Jobs
Birmingham Jobs
Cambridge Jobs
Glasgow Jobs
Bristol Jobs
Wales Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Senior IFA Administrator

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

Job Description

Position: Senior IFA Administrator Location: LondonSalary: Upwards of £36,000 depending on experience. Are you an experienced IFA administrator ideally working with an independent financial adviser, wealth management or investment company, ideally with experience of managing a team, who is looking for a varied role within an administration team, that centres around bringing the team together, managing workflow and generally having an overall valuable contribution to the smooth running of the administration function within a traditional and well respected IFA business. Do you take pride in your work, can you demonstrate organisation and self-motivation as well as enjoying working as part of a team to achieve overall company goals, such as efficiency and above all a smooth and positive experience for high end clients.This client, recognises and thoroughly values the importance of a strong and united administration team within their business, and their small team are looking for an experienced administrator to join them in their united mission to ensure a well-oiled administration functions, to ensure a client’s overall positive and successful experience.The role would suit an individual looking to take on responsibilities of managing a team and pulling people together to work towards a common goal. Someone with a keen interest in overall business and workflow success would be highly desirable.There is an undeniable energy and positive atmosphere within this small and friendly team. The ethos here is based around working hard and pushing yourself but in a fun environment where each staff member is proud to be a part of the firm’s growth.Benefits include:

  • Located near to Bank Station
  • Opportunities for managerial responsibilities and growing into a role involved with the overall success of the business.
  • Plush Modern Office
  • Based in a we work building cetred around creating a fun and energetic atmosphere for workers.
  • Health Insurance Provided
  • 21 Days Holiday - Plus closed over Christmas
  • Emphasis of fun as demonstrated through Prosecco tap and ping pong table!
    • Key Responsibilities of the admin function include:
  • Dealing with day to day client and provider enquiries
  • Arranging client meetings for the adviser
  • Preparing for client meetings including quote requests, obtaining valuations and appropriate literature
  • Preparing and submitting applications and supporting documents to product providers
  • Inputting new business proposals to the back office system in line with Company procedures
  • Undertaking fund switches upon the instruction of the client
  • Maintaining accurate records of all verbal and non-verbal communications with the client
  • Typing adviser dictation for file and meeting notes
  • Maintaining up to date client fact find information on the back office system
  • Maintaining client files in line with Compliance procedures
  • Keeping track of fees and chasing where appropriate
    • The ideal candidate will have the following:
  • Someone working towards financial planning qualifications is desirable
  • Experience within an admin/client services role in an IFA or equivalent is desirable but not essential
  • A self-motivated, positive and proactive attitude who relishes challenges.
    • Relevant Skills / Experience would include:
  • Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner
  • Ability to work as part of a team as well as on your own initiative
  • Ability to critically evaluate information, probe and challenge the facts
  • A flexible and adaptable attitude towards work
  • Ability to work accurately and in accordance with procedures
  • Excellent time management, ability to meet deadlines
  • Experience of using provider platforms and product provider extranet sites
  • Experience of Microsoft Word, Excel, Outlook
    • 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
  • Organisational Skills
  • Team Management
  • Managing Workflow

    • Keyskills :
    Organisational Skills Team Management Managing Wkflow

    APPLY NOW

    Senior IFA Administrator Related Jobs

    © 2019 Naukrijobs All Rights Reserved