Jobs

    Senior IFA Administrator - Marlow, United Kingdom - Blakemore Recruitment

    Blakemore Recruitment
    Blakemore Recruitment Marlow, United Kingdom

    1 week ago

    Default job background
    Description

    We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in Marlow. They are currently looking to recruit a Senior IFA Administrator to join their team. The ideal candidate should have a good understanding of Intelligent Office.

    Purpose of role

    This new role will support the Central Administration Team in ensuring the efficient and effective use of our back-office system, Intelligent Office (IO). It will include project work relating to data integrity, maintenance and development of admin processes, and technical support for client-facing admin teams in relation to the accurate use of the system.

    Key Tasks:

  • Opening and sorting daily post on a rota
  • Sending daily post on a rota
  • Answering the telephone and directing calls, taking and passing on messages
  • Liaising with clients, insurance companies and advisers via e-mail, telephone and in person when clients visit the office
  • Developing and building relationships with clients
  • Preparation and submission of new business applications, including obtaining illustrations/quotations, product literature, fund/transfer values from insurance companies and chasing new business transactions ensuring they are completed smoothly and speedily
  • Maintenance of client records using Iress (inputting new business, updating client investments)
  • Scanning documentation
  • Preparation of valuations
  • Competent use of investment platform for placing trades and managing client cash accounts

    • Experience and Qualifications:

    The successful candidate will have/be:

  • 2-3+ years' experience within the independent sector of the financial services industry, in a relevant administration or operations role
  • 2-3+ years' experience using Intelligent Office in an IFA administration role and a talent for working with systems and managing data effectively (candidates lacking the necessary iO experience will not be considered for the role)
  • Excellent written and visual presentation skills with high attention to detail
  • Excellent IT skills, being highly proficient in the use of Microsoft Office packages including at least intermediate Excel knowledge
  • Understanding of the needs of Financial Services teams and FCA rules and compliance
  • A CII Certificate level qualification (and/or other relevant financial qualifications) will be an advantage.
  • Cranleigh Personnel

    Ifa Administrator

    3 weeks ago

    Cranleigh Personnel Marlow, United Kingdom

    **Job: IFA Administrator / Wealth Planning Administrator - Hybrid** · **Location: Bath** · **Salary: £25,000 - £35,000 DoE** · If you are currently working as an IFA Administrator and are looking for a route into a company where you can have a clear pathway into paraplanning, the ...

  • Blakemore Recruitment

    IFA Administrator

    2 weeks ago

    Blakemore Recruitment Marlow, United Kingdom Full time

    We are currently recruiting for a Financial Planning practice based in Marlow who are looking for an experienced IFA administrator to join their team. Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Off ...

  • Finlink Ltd

    IFA administrator

    2 weeks ago

    Finlink Ltd Marlow, United Kingdom Full time

    IFA administrator, Marlow · Hybrid · £35,000 · This administration role is best suited for IFA administrators with at least 1 years of experience, ideally with IO experience. The business provides hybrid working, with most employees not in the office on a Friday and some good ben ...

  • Reed Insurance

    Sales Support Financial Services Administrator

    3 weeks ago

    Reed Insurance Marlow, United Kingdom

    My client a leading wealth planning firm with many years of success within the industry, are actively looking to recruit a highly skilled IFA Administrator to join their team.The role is just 2 days office based and the remainder home based and an amazingopportunity.If you would ...

  • Reed Insurance

    Sales Support Financial Services Administrator

    3 weeks ago

    Reed Insurance Marlow, United Kingdom

    My client a leading wealth planning firm with many years of success within the industry, are actively looking to recruit a highly skilled IFA Administrator to join their team.The role is just 2 days office based and the remainder home based and an amazingopportunity.If you would ...

  • Reed Insurance

    Financial Planning Administrator

    1 week ago

    Reed Insurance Marlow, United Kingdom

    If you are actively looking, you have some Admin skills within Financial Services and in addition have a minimum of 1 years IFA Administration, the client will help develop you further and the role will be completely office based. · b) Previous within a Financial Planning IFA Pra ...

  • atomos

    Client & Adviser Support - Marlow

    2 weeks ago

    atomos Marlow, United Kingdom

    We are looking for an experienced Client & Adviser Support to join our Marlow Hub. · **Career** · Ideally, you will have experience working within an IFA / Financial Planning firm and hold strong administrative skills with PA support experience. Day to day tasks will include prod ...