Ifa Administrator

Job Location	Worle
Education	Not Mentioned
Salary	22,000 - 30,000 per annum, inc benefits
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent , full-time

Job Description

Reed Financial Servicesare proud to be representing a fully Independent Holistic South wales-based IFA firm, who thrive to help clients achieve their life goals whilst always delivering exceptional services.Due to growth and demand they seek additional support within their back-office team and have a unique opportunity for an experienced administrator with Financial services experience to join their close knit cohesive team where everyone works collectivelytogether and complement each other.If you seek a firm that as that family feel and where hard work is rewarded and genuine career progression is offered and how does Friday afternoons off catch your eye or if you seek flexibility and a part time role, then this could be an ideal opportunityfor youJob Purpose:To provide administrative support in order to provide a comprehensive service to Financial Planners and clients and ensure targets are achieved with client satisfaction delivered and exceeded.Key responsibilities & accountabilities:

Collate information from various sources to establish information relating to client requirements.
Produce relevant client specific documentation to support the ongoing service delivery for the clients of the Company.
Process new business, existing business, and ongoing service proposition for clients of the Company.
Responsible for updating and maintaining client database, and Company records.
Responsible for management of client data. This includes the creation and maintenance of segmented mail and e-mail lists, and the gathering of feedback data from clients.
Monitor and control own workload ensuring targets and time bound work is achieved within agreed parameters.
Check and process client correspondence for accuracy, this includes all policy documentation and written communication with clients of the Company.
Help with the collation of suitability reports, including ordering quotations, obtaining application forms, key features and fund fact sheets from life company (via telephone or website).
Ensure compliance procedures are followed and all relevant documentation is complete, stored and saved.
Work closely with aligned Financial Planner to deliver first class service to the client and the Financial Planner alike.
Maintaining and developing IT within the business. This includes the back office system, website and social media

Experience and Skills required :

Previous IFA administration experience is essential
Experience of Enable / Intelligent Office would be advantageous
Understanding of a regulated market / FCA
Pensions and investments knowledge
Thorough knowledge of Word, Excel, Internet and e-mail
Working towards industry qualification/certification is required.
Self-motivated, driven and looking for a long term career in financial services
Excellent written and verbal communication skills.
Ability to work alone but also part of a team

If keen to explore further, please apply or contact me on to further discuss.

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