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IFA Administrator - North Somerset (BW-1991)

£25000 - £28000 DoE plus benefits
IFA Administrator
North Somerset
Salary £25,000 - £28,0000 p.a., DoE plus benefits
We are delighted to represent this independently owned Chartered firm of Financial Planners who are seeking an Administrator to join their busy team.
 
Job Role
  • Working in collaboration with Financial Planners, Paraplanners and other colleagues, you will maintain and manage client records, process life, pension and investment new business, answer and deal with telephone enquiries, prepare valuations and other letters, and issue all correspondence in line with company policy. 
Key Responsibilities
  • Input data on Customer back-office system and manage client records in an orderly fashion using relevant systems. 
  • Ensure client information on internal systems is maintained and up to date in order to meet general compliance standards 
  • Ensure that all compliance paperwork is present and in order 
  • Prepare application forms and paperwork for clients to complete 
  • Process and manage new business and servicing through to completion. Chase progress of applications; alerting Financial Planners to any issues arising and keeping clients up to date with any progress 
  • Make changes to clients’ investments as instructed by paraplanners or planners 
  • Prepare client portfolio valuations and review documents 
  • Prepare and dispatch reports 
  • Regular meetings with Paraplanner and Planner to discuss work in progress 
  • Ad-hoc project work 
About You and Your Key Skills
  • One or two years’ experience in an Financial Services administrative role and ideally from within a Financial Planning office 
  • Excellent numeracy and literacy skills, GCSE grades A - C (or 4 - 9) 
  • Computer Skills – competent in the use of relevant packages including Word and Excel 
  • Excellent attention to detail, good organisation and time management skills 
  • A critical thinker and a good problem solver 
  • Good communication skills both face to face and over the phone 
  • An ability to work under own initiative and as a team player 
  • Understanding of the provision of advice to clients in a compliant manner 
  • Experience with I/O, desirable
Salary & Benefits
  • Competitive salary depending on experience
  • Group Life cover
  • Group Income Protection
  • Simply Health cash pan
  • Private Medical Insurance
  • Workplace Pension
  • Free Parking
Location: 
North Somerset
Employment type: 
Employed (Full Time)
Sector: 
Financial Planning
Reference Number: 
BW-1991