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IFA Administrator / Mortgage Administrator

£18000 - £23400 plus benefits

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.
Stoke Gifford
Employment type: 
Employed (Full Time)Employed (Part Time)
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