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.