Bond Recruitment is recruiting an IFA Administrator on behalf of our client, a well-established Financial Planning firm in Altrincham. This is an office-based position where the successful candidate will provide comprehensive admin support to the financial advisers to include (but not limited to):
Diary & email management
Arranging appointments
Client/third party communications by telephone and email
Preparing letters and reports
Activity tracking
Managing incoming and outgoing post
Preparing all documents for adviser meetings and ensuring client information is recorded accurately
Processing New Business such as Investments/Pension/Protection applications
Process Ongoing client work
Point of contact for clients / Respond to client queries
Responsibility for full LOA process – Contacting client for plan details, sending information to providers and following up with providers to receive full plan information
Specification:
To work accurately and proficiently, with attention to detail.
Be able to take and execute instructions accurately.
Proficient in MS Office 365 and other industry related tools
Excellent spoken and written communication skills.
Proficient in the Intelligent Office Back Office System
Relevant experience of working in an admin role within an Independent Financial Advisory Firm.
Proficient in dealing with investments and pensions admin is essential
Proficient in dealing with Platform and Provider Portals
Ability to manage own workload, adapting and flexing to the needs of the business.
Ability to work independency and to take initiative to be productive.
Self-motivated with a can-do and tenacious attitude.
Good organisation skills and efficient time management skills
Desire, drive, and adaptable mindset to be part of a growing practice.
Embracing Change: Responds positively to change, embracing and using new practices or values to accomplish goals and solve problems.
Experience:
Pension & Investment administration 2 years + (required)
Financial Planning/advice administration: 2 years + (required)