IFA Administrator / Mortgage Administrator

We have a small Independent Financial Advisory firm who provide companies and individuals with tailor-made independent financial advice.​ They are now looking for a IFA Administrator to support one of the Directors. The Director is open to full time and part time hours.

The Role

• Dealing with adhoc queries from Clients/Providers (e.g. Standard Life, Scottish Widows)(Pre Post Sale)
• Tasks to be recorded and maintained via back office systems (Intelligent Office - full training will be provided)
• Maintenance of client files
• Postal activity (incoming/outgoing)
• Fund Switches
• Valuations
• Mortgage Administration duties
• Liaise with 3rd Party Providers
• Preparing Client Meeting Packs
• Gather quotes / illustrations / Fact Sheets / Order Projections
• Booking Client Review Appointments Managing IFA’s diary
• Print Bind Client Suitability Reports
• Maintenance of client files through application stage
• New business processing (Online/Post)
• Postal activity (incoming/outgoing)
• Chase Submitted Business Debtors through to On-risk Status
• Update IFA Client of progress on New Business cases
• Maintenance of all client policy data associated income expectancies

About You

• Previous experience of working in an administrative role within financial services
• Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
• Previous experience of working in similar role within financial services
• Experience of working in a small to medium sized financial services environment
• Desire to deliver exceptional service at all times and strong focussed approach to achieving the best outcome for the client and the business.
• Excellent organisational skills, flexible and proactive approach to getting the job done.
• Strong interpersonal skills, both written and verbal communication.
• Accuracy and attention to detail to balance demands of role.
• Knowledge of Financial Services Industry.