IFA Administrator
Job Type : Permanent, Full Time
Salary : £27000 – £28000/annum
Administrator
£27,000 to £28,000
Epsom
Full-Time Permanent
Benefits
• 22 days annual leave (possibility of increase)
• Pension
• Income Protection scheme
• Training and support towards industry recognised certifications if desired
A great opportunity for a highly respected firm in Epsom. This role requires an individual to provide assistance to Financial Advisers. This will include a range of administrative duties, client service and technical support to assist the financial adviser in their duties. This is an exciting opportunity for a responsible, self-motivated, well organised candidate with good IT skills to develop their career in a fast-growing financial advice firm.
Key Responsibilities as Administrator
* Sorting clients annual review process
* Sorting business processing and submission to Business quality, submitting onto external and internal systems
* Assembling and connecting plan/policy information, produce valuations and ensuring a smooth and timely business process
* Communicating with an assortment of product providers and use of their online systems to gather valuations etc
* Working with our back-office system to maintain client records, process annual reviews reports and new business processing
* Increase knowledge of financial products including both individual and employer pension knowledge, investments and protection products
* General Administration and client servicing support as needed
* 100% office based
Key Requirements
* Experience within an IFA essential
* Excellent interpersonal skills
* Can work alone be and as part of a team
* Have excellent time management skills
* Ability to build strong working relationships with a team of Financial Advisers
* Previous experience of working within a similar role
* Strong communication skills
* High attention for detail
* Organisational skills with the ability to work in a busy, fun and professional environment
Disclaimer: Due to the high amount of interest that we receive for each of our roles, unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants within 14 days then unfortunately you have not been shortlisted for this role
