Ifa Administrator - Brighton, United Kingdom - Poolhall Recruitment Limited

Poolhall Recruitment Limited

Verified Company

Brighton, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Poolhall Recruitment are recruiting on behalf of financial adviser in the Brighton area for a IFA Administrator to join their growing team.

The main focus of the role will be to providing support to advisers & paraplanners, input and maintain data to the back office system, to help manage pipeline & portfolios of existing businesses.

This role requires
2 years minimum IFA
administration experience.

Responsibilities.

Establishing strong client relationships
Manage the diary system
Prepare letters and documents
Prepare files for compliance checking
Filing, photocopy and scanning duties completed when required
Prepare client reports
Understand clients needs and make appropriate recommendations
Follow the internal processes and procedures
Ensure compliance adherence with the FCA regulatory and legislative requirements
Ensure the client meets the expectations of the FCA with regards to treating customers fairly.

Experience/Requirements.

2 years experience in the finance industry
Experienced in Microsoft office and have good computing skills.
Must be able to work well under pressure and be prioritise workload accordingly.
Excellent communication and relationship skills.

Job Types:
Full-time, Permanent

Salary:
£30,000.00 per year

Benefits: