IFA Administrator

Posted 2 days ago by Resource Matters Ltd

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Our Independent Financial Advice firm client is looking for an IFA administrator with at least 1 year's experience in a financial service / financial advice firm.

Would ideally like someone who wants to work full time but happy to look at part time (4 days or Monday to Friday reduced hours ifpreferred.

Main duties & responsibilities

  • Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion.
  • Have an understanding of 3rd party providers platforms and processing times
  • Managing your individual workload using personal diary system on Client Management to ensure that all tasks are completed in a timely fashion.
  • Investigate and handle any client/consultant queries
  • Manage post relating to new business cases.
  • Dealing with client/provider queries over the phone and via email.
  • Understand our internal compliance procedures and the requirements of 3rd party providers
  • Maintaining client records on back-office system
  • Cover receptionist duties such as post, phone calls, greeting clients and dealing with third party suppliers.

Experience & Skills

The successful candidate will have a minimum of 1 years 'experience working for an IFA practice or Provider and experience or understanding of pension and investment products. They should be able to demonstrate the following skills:

  • Excellent interpersonal and communication skills
  • Efficiency, accuracy & attention to detail
  • Self-motivated and willing to take the initiative
  • Strong organisational skills with the ability to adapt and successfully multitask
  • Excellent telephone manner
  • IO experience would be desirable

Salary & Benefits

  • Salary is dependent on experience.
  • 26 holidays per year, using 3 days in between Christmas & new Year. Plus, an extra day for your birthday
  • Hybrid working, upon completion of your probation period. Set days in the office will then be agreed with your manager, this will be 50% working in the office 50% at home.
  • Flexible working between the hours of 8am to 6pm, as long as 7.5 hours are worked each day in between core hours of 10am-4pm.
  • 37.5 hours per week
  • Company Pension Scheme
  • Access to Benefit Hub which includes discounts to products, tickets etc
  • Group Life Scheme

Required skills

  • Administrative
  • Financial Services
  • Independent Financial Advice

Application question

Do you have at least 1 year's experience in a whole of market environment?

Reference: 52162052

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