IFA Adminstrator

One of the UK's most prominent independent financial advisory and wealth management firms is looking to hire a Senior IFA Administrator to Support the  Financial Advisers in the South West.

You will get access to a fantastic team that promotes development through the funding of your CII qualifications as well as support with study.  You will be working in a small team handling administration related to Investments and Pensions.  On offer is an attractive salary and hybrid working as well as a raft of benefits that include dental and health care options.

You will be a vital part of this dynamic team, contributing to the success of our organisational strategy, your Key Responsibilities:

• Provide efficient administrative support to our team of IFA's.
• Craft impeccable correspondence, including letters and emails.
• Act as a point of contact for IFA's, clients, life offices, and members of the business.
• Maintain and update administration systems, ensuring the accuracy of client data.
• Manage diary systems, ensuring workflow adheres to service level agreements (SLA's).
• Assist in managing our IFA's portfolio of existing business.
• Ensure that all essential documentation is correctly attached to the relevant client records.
• Prepare and format reports according to Company guidelines.
• Assist in obtaining research for protection and annuity products.
• Obtain illustrations for products from providers, either online or over the telephone.

To be considered:

• Previous experience in an office administration support role for advisers.
• Experience coaching and supporting team members.
• Effective organizational and planning skills.
• The ability to build and nurture relationships.
• Proficiency in Microsoft Word, Excel, and Outlook.