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Ifa Administrator

Reed
Job LocationNottinghamshire
EducationNot Mentioned
Salary£28,000 - £32,000 per annum, inc benefits
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Client AdministratorNottinghamSalary: DOE - up to £32,000Reed Financial Services are delighted to be working with one of the UKs leading integrated wealth management and professional services group.This is a great opportunity for a candidate who is looking for the opportunity to develop and progress in a close knit and supportive environment.Main Duties and Responsibilities:

  • To work closely with the aligned Financial Planners and/or Investment Managers to deliverexcellent client outcomes.
  • To build relationships with clients and maintain regular contact.
  • Maintain back-office systems and client records in line with the company policies.
  • Request policy information from third party policy providers if applicable.
  • Liaise with operational teams where support is provided on activities. e.g., scripts, transfers,corporate actions, static data changes, where applicable.
  • Preparation of meeting packs and valuations (as required)
  • Assist investment managers in the preparation of new business pitches and presentations
Experience and skills required:
  • Proven experience working in the financial services industry– ideally 2 to 5 years’ experience
  • A strong ethic of client service
  • Ability to work under pressure and to prioritise work
  • Excellent communication skills both written and verbal, influencing and organisational skills
  • Ability to use judgement and reasoning to propose solutions to problems
In return you will receive:
  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model (role dependant)
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave
For more information or a confidential discusion please get in touch with Sarah Walker.

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