Check out this new opportunity for an IFA Administrator in Plymouth!
Supporting the Financial Planners, the IFA Admin role is pivotal in the customer-client relationship where you will undertake a range of IFA Admin duties and responsibilities.
Working for this holistic Financial Planning firm, you will play an integral role in their continued success.
The company believe in doing things differently, and their team of experienced financial professionals are united by a shared belief in the value of simplicity, transparency, and openness.
They offer a comprehensive planning and advisory service to their clients. They are now looking to strengthen their IFA Administration support team with the addition of an experienced financial services administrator to join this busy and friendly office.
Key duties of the role include:
Administration support to a number of financial advisers
Processing of new business
Accurately updating and maintaining information on back-office systems, ensuring all compliance requirements are met
Tracking the progress of business with lenders and providers, obtaining updates when required
Client annual valuations and file preparation for review meetings
Preparing and issue of Letters of Authority
Providing exceptional levels of customer service
Communicating with different teams to deliver an efficient workflow
The key skills and experience we are looking for are:
Experience and knowledge in all aspects of financial services administration
A good understanding of pensions, investments, and protection products
Relevant financial services qualifications would be preferred
A keen eye for detail
Strong time management and prioritisation skills
Excellent organisational skills with the ability to multitask and manage workloads
Hard-working and enthusiastic
Excellent IT skills and familiarisation with Microsoft Office
Excellent communication skills and a professional telephone manner
IFA Administrator, Plymouth (BW-1729)
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