IFA Administrator, Bury St Edmunds

IFA Administator

Salary £23,000 - £26,000 p.a DoE

Bury St Edmunds

Hybrid working potential after 12 mths

We are working with an award winning Chartered Financial Planning firm based in East England. This firm have been awarded "Best Employer in the Eastern Region". The judges rated them highly in every category and employee well-being, individual development and comprehensive reward and recognition strategies stood out. They now have an opportunity for an Administrator from Financial Planning background to join the support team.

IFA Administrator - The Role

• To provide administrative support to the private client team, to ensure that they have timely and accurate information
• To ensure that client records are kept fully up to date with all related correspondence uploaded and correct indexing to appropriate systems

Key Responsibilities

• Input fact find details onto IO
• Undertake scanning and ensure information is saved in the right place
• Collate information and prepare client review meeting packs
• Input and analyse completed risk profile questionnaires
• Undertake post review work in accordance with the checklist
• Liaise with the team regarding reviews that are due each month and keep opportunities up to date
• Complete anti money laundering checks via Smart Search for individuals and companies house for corporate clients
• Generate policy information request letters for letters of authority and change of agency and send to providers. Set up the event list and analysis sheet
• Complete Policy analysis
• Provide general administrative support to private client team members e.g. post
• Maintain and update my talent development record, ensuring my objectives are up to date and impact of any training is recorded

About You

Essential Skills

• Attention to detail/accuracy
• Computer and data management literate
• Analytical
• Good organisational and prioritisation skills
• Time management
• Team working
• Ability to build and maintain relationships
• Communication - written and verbal
• Ability to work pro-actively and on own initiative
• Creativity and innovation
• Curiosity and willingness to learn and improve

Desirable

• Progress towards the Diploma in Financial Planning
• Providing accurate and timely administrative support
• Knowledge of pensions and investments

Benefits

• Life Cover
• Income Protection
• Health Cash Plan
• Subsidised private health care
• Pension scheme
• Profit share
• Free Parking
• Length of Service awards