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IFA Administrator, Canterbury (CR-1627)

£20000 - £24000 plus benefits
This role requires an experienced, enthusiastic and focused Administrator to carry out administrative tasks, which assist in the efficient and successful running of a Chartered Independent Financial Adviser’s Practice.  
  • Processing applications on behalf of clients once the advisory team have completed the applications. Ensuring the applications are correct
  • Submitting applications to providers (usually electronically via platforms) a
  • Ensuring they are followed through to completion
  • Handling client enquiries
  • Pre and post Meeting telephone contact with clients
  • Preparation of meeting room and greeting clients who visit, including hospitality duties
  • Collect, open and dealing with standard correspondence
  • Assisting with preparing Business Files, Client Files and Suitability Letter Reports
  • Dealing with post, scanning, photocopying, filing and emails
  • Taking telephone enquiries and making appointments for advisers
  • Receiving visitors
  • Set up new contracts & process applications in line with FCA regulations
  • Prepare and send letters of authority and obtaining policy information for research
  • Input and update client data and manage daily activities on Enable (internal CRM system)
  • Prepare business packs for Advisors
  • Upload and submit compliance documentation
  • Mail Merges eg ISA allowance letters / transfer letters to clients joining the company
  • Other general admin duties as and when required
  • Spreadsheets
  • Completing Annual Client Reviews, including updating client valuations, inputting risk questionnaires, generating the reports and binding them for presentation, and diarising annual reviews and booking the appointments.
About you
  • Candidates with experience of working in an IFA are preferred, particularly those familiar with platforms and back office software, 
  • Will consider applicants with good administrative experience from other industries who are willing to learn/study.
  • Good communication and bright disposition are essential for this role.  
  • The ability to think laterally and anticipate responses should come naturally, as well being able to work well without supervision.  
  • Experience of supporting multiple Financial Advisors
  • Excellent attention to detail, accuracy and organisational skills (methodical)
  • Good excel skills
  • Competent typist, who can provide accurate and well-presented correspondence to clients and can achieve good levels of turnaround times.  
  • Promoting a professional tone on all client telephone calls and efficient in processing applications on behalf of clients.
  • Potential for an annual discretionary bonus, 
  • Pension scheme membership (with a 5% employer contribution, increasing to 9% after 5 years’ service),
  • Group Life cover (4 x earnings)
  • Group Income Protection cover.  
Employment type: 
Employed (Full Time)
Reference Number: