IFA Administrator

Position: IFA Administrator
Location: Ilkley
Salary: £24,000 to £28,000 - 25 days plus 8 bank holidays (this is based on full time hours).
Benefits: Workplace pension scheme, 5 x salary Death in Service cover, Free Parking and
Exam support to achieve professional qualifications if desired.

Our client is an Independent Financial Adviser based in the affluent Ilkley area. They provide both individual and business advice, across a range of products including pension, investment and protection.

Our client are currently looking to recruit a pro-active administrator to join their expanding team, who is interested in developing a career in financial services administration. This would suit someone with an eye for detail and good general IT skills, as well as a high level of numeracy and literacy.

The role will involve supporting their administration team / manager, undertaking various office tasks. The role will support the other departments within the business and with your assistance will ensure work is delivered on time.

The work that you will be learning and completing will include:

• Prepare client files for appointments and review meetings.
• Sending out authority forms to providers to obtain policy information.
• Liaising with providers to obtain plan information.
• Producing plan information updates
• Preparing New Business meeting packs, obtaining and prefilling all relevant paperwork.
• Processing new business and following through to completion.
• Valuations request
• Liaising with clients and providers for an array of reasons.
• To comply at all times with the Compliance and Training and Competence Procedures of the Company.
• Draft and type letters, reports, data tables and any other material as requested using current processing packages (e.g. MS Word and Excel).
• Work collaboratively with paraplanners and financial planners to ensure work in progress is completed in a timely fashion and that clients always receive a high standard of advice and care.
• Input and maintain accurate client records.
• Action post in and out, sort, prioritise on receipt, scan and refer to appropriate adviser as and when applicable within acceptable time scales.
• Scan documents and correspondence to back-office systems.
• Monitor and action post and emails ensuring client letters and emails are issued accurately and promptly.
• Maintain a diary/reminder system for chasing outstanding information and daily tasks.
• Maintain professionalism at all times and act accordingly in dealings with colleagues, clients, providers, and visitors.
• Ad hoc tasks (e.g., client mailings, birthdays cards, designing new documents).
• Meet and greet clients and make drinks for their meetings.

To apply please send your CV to Stuart at Reward Recruitment or contact him directly on 0 7 7 4 7 7 8 2 9 3 4 for a private and confidential chat.