Ifa Business Support - Bury St. Edmunds, United Kingdom - GCB Recruitment

GCB Recruitment

Verified Company

Bury St. Edmunds, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

We are currently looking for an IFA Business Support to join our clients, an established and chartered wealth management firm in the Bury St Edmunds area.

My clients are recognised as one of the largest independent regional advisers.

For over 30 years, theirspecialist teams have supported clients in the construction of sound financial plans for their families or their businesses alike; enabling them to make financial planning decisions based on the advice they have provided them.

Working hours:

As an IFA Business Support, you'll be required to work Monday - Friday 8:45 am - 5 pm.

The successful IFA Business Support will be offered:

£20,000
£26,000
Profit Share Bonus
25 Days + Bank Holidays (Also closed between Xmas and new year for extra days)
Birthday off
Hybrid Working 3 days in the office, 2 from home.
Free Parking
Life Cover and Income Protection
All Qualifications are paid for and lots of study support offered

To be considered for the IFA Business Support role you must have the following:

Experience working in a regulated or professional environment
Willingness to work hard and have a cando attitude
Team working and flexibility
Strong verbal and written communication skills
Knowledge of Microsoft systems, including word, excel and PowerPoint
A strong interest in processes, systems, and process improvement
Ability to adapt to new technology and ways of working digitally
IT literacy and ability to work with thirdparty systems and insurer systems
Attention to detail and accuracy and ability to proof check your work and others
Ability to understand and adhere to regulatory requirements and internal policies
Methodical and organised working practices enabling deadlines to be met
Experience in working within a team, prioritising, and tasking work
Relishing a challenge and learning new skills
Always behaving in a professional manner both in the office and with visitors

As an IFA Business Support your role will involve:

Creating, maintaining, and developing a range of simple and complex templates and workflows in our back-office system, Intelliflo
Working within a small team to develop further capabilities of our backoffice system, Intelliflo predominantly
Maintaining accurate backoffice systems utilising bulk uploaders or manual input
Conducting a range of regular and ad hoc data analysis and reporting requirements
Involvement in several projects to support enhancing the services delivered to clients
Running a range of reports for the team and exception reporting and data analysis for data integrity
Supporting the team with basic IT queries or colleagues with the rollout of new systems
Involvement with a range of ad hoc and general tasks which all help enable the wider team to provide bestinclass service to our clients

This job has been posted by GCB Agency Recruitment Ltd, acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.