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IFA Administrator

Financial Careers Ltd
Job LocationQuorn
EducationNot Mentioned
Salary£20,000 - £22,000 per annum, negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

Our client is a successful independent financial adviser firm that offers trusted and professional financial advice across the whole UK.Established in early 2001 it provides individuals and business owners with an exceptional service and they are passionate about the financial services industry.With a team of dedicated professional financial advisers, they help their clients make informed decisions about their financial future. They are fully independent and help clients to build an investment portfolio, create a tax-efficient retirement strategy provide mortgage and protection advice.They are now seeking to appoint an experienced IFA Administrator to join their expanding team in the Loughborough area. This is a great opportunity to join a dynamic and growing firm where you will be able to build your career in a great working environment.Job PurposeTo support Advisors, Paraplanners and the Operations Director with their administration needs on a day to day basis by following company processes and updating internal systems in a correct and timely manner.To be aware of and implement the principles of "Treating Customers Fairly (TCF)" at all times. Specific Responsibilities and Accountabilities

  • To assist managers, Advisors and Paraplanners with any ad hoc tasks on a daily basis
  • Update company systems with ongoing information relating to the progression of client business
  • Send and maintain communications to product providers
  • Obtain and record policy information gathered from providers and communicate this to Advisors
  • Communicate with clients to provide updates or request information where instructed
  • Maintain orderly filing systems
  • Deal with client and provider queries to completion via the telephone or in writing.
    • General Responsibilities and Accountabilities
  • To ensure all customer cases are updated where necessary in a timely manner with an emphasis on attention to detail
  • Processing of internal and external mail
  • To exhibit a high standard of customer service at all times
  • Scanning of documents.
  • To file all customer and company information in the correct location on our company system and as a hard copy where necessary
    • Knowledge & Skills
  • Good written and verbal skills
  • Self motivated and driven
  • Able to multitask and take responsibility for own workload
  • Able to prioritise tasks
    • Working RelationshipsDue to the nature of the role, the jobholder will develop and maintain strong working relationships with management, advisers and staff across the firm.CompetenciesCommunications
  • actively listens and demonstrates a sound understanding of instructions given
  • effectively communicates organised and accurate information in writing
  • demonstrates an ability to communicate with people at all levels
  • provide a high standard of customer service
    • Knowledge of Product and Services
  • demonstrates willingness to gain knowledge of pensions (including defined benefits and new flexibilities legislation), investments, mortgages and general insurances processes to ensure cases are progressed efficiently and accurately
    • Interpersonal Relations
  • establish trust and rapport with other staff members within the company
  • uses behaviour appropriate for the workplace. Demonstrates tact and discretion when dealing with others
  • respond to people’s concerns by altering own behaviour in a helpful, responsive manner
  • deal with disagreements in ways that preserve ongoing working relationships
    • Providing Service
  • is accessible and provides prompt, attentive service
  • shares realistic expectations with staff; explains what can and cannot be done and why
  • completing ad hoc tasks as requested by senior management
    • Attention to Detail and Quality Focus
  • ensures all work is produced to the highest possible quality
  • demonstrates strong attention to detail
  • consistency of work and feedback is of great importance
    • Teamwork
  • focuses on team objectives and helps others to achieve them
  • supports and celebrates team accomplishments
  • promotes a friendly climate through cooperation and positivity, and encourages team spirit
    • Awareness of Organisation
  • understands the structure of the business and its main business functions
  • adheres to Company policies and procedures
    • Continuous Improvement
  • actively participates in quality improvement and training
  • suggests new ways to address business issues or problems
    • You will be able to work on multiple tasks and projects at one time. You will possess good communication skills and be willing to develop your skills and knowledge.In return there is a salary of c £22,000 depending on experience + benefits. Required skills
  • Administrative
  • Financial Planning
  • Financial Services
  • General Administration
  • Independent Financial Advice

    • Keyskills :
    Administrative Financial Planning Financial Services General Administration Independent Financial Advice

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