Bond Recruitment is delighted to be recruiting an experienced IFA Administrator on behalf of our client, a well respected provider of Independent Financial Advice and Mortgages close to Lytham, Lancashire.
You will be working in a small friendly administration team providing top quality administration support to the IFAs and their clients. You will be a strong team player but also able to work independently using your initiative. You must possess excellent organisational skills with the ability to work to tight deadlines and handle multiple tasks simultaneously. Being able to prioritise and manage your workload effectively is important as this is a very busy role.
The Role:
Dealing with adhoc queries from Advisers/Clients/Providers
Tasks to be recorded and maintained via back-office systems
Maintenance of client files
Postal activity (incoming/outgoing)
New business processing (Online/Post)
Loading relevant data on to back office
Processing Letters of Authority
Valuations
Liaise with 3rd Party Providers & Paraplanners
Preparing Client Meeting Packs
Gather quotes / illustrations / Fact Sheets / Order Projections
Booking Client Review Appointments & Managing IFA’s diary
Print & Bind Client Suitability Reports
Administration of client investment funds, constructing client portfolios
Update IFA & Client of progress on New Business cases
Maintenance of all client policy data & associated income expectancies
Process Client Withdrawals as and when required
Requirements:
Skills
Good communication skills, both oral and written
Excellent administrative skills
Accurate keyboard / data entry skills
Excellent accuracy skills and attention to detail
An excellent team player with an adaptable and flexible approach to work
Ability to build and develop effective working relationships at all levels
Experience
Experience within an administration role - Essential
Financial services industry experience – Ideal
Experience of working within defined service standards, policies and procedures
Longevity and proven commitment within previous employment – Essential
Knowledge
Good knowledge of Microsoft Office
A proven track record in delivering excellent client satisfaction
A good knowledge and understanding of a wide range of financial products – Ideal
Basic knowledge of regulatory requirements – Ideal