Financial Services Administrator within IFA Firm

\*\*\*\* EXPERIENCE WORKING FOR AN IFA IS ESSENTIAL \*\*\*\*

Hours· Full time

RESPONSIBILITIES

• Member of Support team


• Handle incoming calls/emails in a professional and efficient manner


• Manage all customer queries efficiently and liaise with Financial Advisers.


• Monitor and manage iO task lists and to do lists.


• Make appointments using iO diary system


• Prepare for all annual review meetings ensuring none are missed


• Work with the Advisers to ensure timely completion of work.


• Assist Advisers to ensure that all customers are receiving the service they are paying for and expect


• Help clients to register for, navigate and update access to their Wrap platforms


• Managed outstanding tasks and keep the Advisers \& Client regularly updated on the progress of outstanding cases and dealing with any queries and chasing outstanding items.


• Produce letters, tables and charts as required – Knowledge of MS Office.


• Action information requests and produce valuations.


• Effectively use and update the Intelliflo back office system accurately and efficiently.


• Collate and pre\-populate New Business / Servicing forms and applications


• Process all new business / top\-ups / switches etc ensuring all transactions are tracked through to completion


• Update all relevant filing systems to the specified standard of the business


• Create and update client platform account records


• Assist with office house\-keeping, all related admin and ad hoc work as required

• Wil have previous experience of working within a similar role


• Strong interpersonal, communication and customer service skills


• Excellent prioritisation, planning and organisational skills


• Excellent accuracy and attention to detail


• Ability to work on own initiative


• Excellent telephone manner


• Proven high level of customer service

• Relaxed but professional working environment.


• Car parking available


• Smart dress code appropriate for office environment


• Regular support and mentoring


• To work as part of a successful team with support

• Certificate in Financial Services \- LP1/equivalent


• RO1, 2 \& 3 or equivalent

• Previous experience of working within an IFA


• Use of in\-house telephone systems


• Collaborative approach to deliver results and provide support


• Using Intelligent Office \& other back office systems like Ateb \& O\&M


• Using Standard Life \& Aviva Wrap Platforms

• Knowledge of Intelliflo system would be a benefit


• Up to date general industry knowledge


• Familiar with FCA industry regulations


• GDPR knowledge

Pay: £25,000\.00\-£35,000\.00 per year

Benefits:

• Additional leave


• On\-site parking

• Have worked for a Financial Advisers in the position of IFA Admin Support

• IFA Administrator: 1 year (required)

This listing is from indeed. View original listing ↗