Senior Ifa Admin - Hull, United Kingdom - Insight Select Ltd

Insight Select Ltd
Insight Select Ltd
Verified Company
Hull, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Senior IFA Administrator/ Hull / Hybrid

One of the UK's leading independent financial advisory firms are looking to recruit a Senior IFA Administrator on a hybrid basis.

**_

We are committed to using our position as one of the UK's largest wealth management firms to provide the best possible service to our clients.

_**The overall purpose of the role will be to provide efficient administrative support to a number of IFA's.


Role and Responsibilities:


  • Preparation of correspondence, ensuring documents are scanned and attached to relevant records and that all client data is accurate
  • To be a point of contact for IFA's, clients, life offices and members of the business
  • Maintenance of diary management system and ensuring daily workflow is completed
  • Assist with the management of the IFA's portfolio of existing business
  • Preparing and formatting reports in accordance with Company guidelines, alongside preparation of review packs for IFA's.
  • Obtain illustrations for products from providers either online or over the telephone
  • Undertake filing, photocopying and scanning duties
  • Process payment requests
  • Obtain details required on existing policy
  • Deal with any urgent post
  • To be able to delegate work to administrators
  • To work closely alongside your allocated Administrator and help them to prioritise and manage their workflow

Essential Skills and Experience:


  • Experience of supporting advisors in an office administration role is desirable
  • Experience in coaching or supporting of team members
  • An individual who is focused, driven and professional
  • Experienced in the use of Microsoft Word, Excel and Outlook
  • Ability to work within a team and individually
  • Willingness to learn and develop

Package:

- £24,000- £25,000 basic salary

  • Annual performance related bonus
  • Contributory pension scheme and life assurance
  • Hybrid working pattern and promotes flexible working
  • Buy and sell scheme holiday options
  • Loyalty bonus
  • Social events
  • Training and qualifications
  • Deathinservice benefit at 4 x your annual salary
  • Health benefit scheme
  • Digital gym subscriptions, dental and optional treatments and alternative therapies
  • Employee referral bonus scheme
**Senior IFA Administrator/ Hull / Hybrid / £25k
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