Ifa Administrator - Leicestershire, United Kingdom - North Oak Recruitment Ltd

North Oak Recruitment Ltd
North Oak Recruitment Ltd
Verified Company
Leicestershire, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Reference:
AL1227- Category: AdministrationIFA Administrator

Client Delivery Lead (job ref AL1227)

Market Harborough, Leicestershire (some home working available)

Salary to £28,000 pa (dep on exp) + benefits


My client is an award winning IFA, with National UK coverage, and they are now looking for an experienced IFA Administrator to join their team.

This person would ensure all administration for submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met.

Key Accountabilities Include

  • Client Servicing: including creating new client packs, preparing and processing authority letters, and ensuring relevant documents are uploaded.
  • Compliance: performing relevant anti money laundering checks, and checking compliance documentation is completed.
  • New Business Submission: use client database to track new business and current position, updating planner accordingly.
Person Specification

Knowledge

  • Must have excellent understanding of the financial planning process.
  • Must have excellent communication skills and telephone manner
Experience

Minimum of one year in a Financial Services Administration Role

  • Skills / Personal Attributes
  • Proficient IT skills, basic spread sheet and database knowledge
  • Good planning and effective organisational skills
  • Honesty and integrity
  • Methodological approach to work
More jobs from North Oak Recruitment Ltd
See all jobs of North Oak Recruitment Ltd