IFA Administrator
Role: IFA Administrator
Square Peg Associates are currently recruiting for an IFA Adminsitrator to work within a super modern Financial Services business based in the heart of Rawtenstall. The business is experiencing significant growth and require an IFA Administrator/Assistant to the Paraplanner to help support the business operations.
Salary: Competitive and negotiable
Location: Rawtenstall, UK
Role responsibilities:
- To ensure that client relationships can be optimised
- Assist with the daily operation by providing administrative support to the Paraplanning team.
- Completing simple advice letters and file preparation
- Chasing ceding scheme information and liaising with scheme providers.
- Maintain accurate client information and updating information (CFR)
- Specialist Training will be provided and obtain relevant accreditation on systems (knowledge of Salesforce would be advantageous).
- Maintain technical competence at an appropriate level to meet the requirements of the role.
- Support the day-to-day business operations liaising with other team members within the Practice.
Knowledge and Experience Specification:
- Previous experience in an office support role, ideally in financial services or related sector (though not essential)
- Knowledge of relevant regulation and legislation (desirable)
- Experience of client management systems
- Experience of client care and building and maintaining client relationships
Skills Specification:
- Excellent written communication skills
- Experience of Microsoft Office
- Good organisation skills and attention to detail
- Manages time effectively with the ability to multi-task.
- Keeps calm when faced with conflicting demands and handles these effectively.
- Demonstrates a positive attitude at all times.
- Works well on own tasks as well as on shared goals as part of a team.
- Open to change with a creative approach to problem solving.
Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly.
Required skills
- Administrative
- Administrative Support
- Financial Services
- Paraplanning
Reference: 52496227
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
Report this jobNot quite what you are looking for? Try these similar searches
Replace a job alert
Replace a job alert
Get Job Alerts straight to your inbox
"Office Assistant jobs in London"
Your Job Alert has been created and your search saved.
'Saved search name'