Ifa Administrator - London, United Kingdom - Blakemore Recruitment

Blakemore Recruitment
Blakemore Recruitment
Verified Company
London, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description
Blakemore Recruitment are assisting our client who has an excellent IFA Administrator opportunity to join their successful team.

Our client are an award-winning team of Independent Financial Advisers who provide a personal, independent
and bespoke wealth management service to high net worth clients.


Are you looking for a rewarding career in financial services with an expanding, forward thinking company? Do you have a friendly and approachable manner and take pride in providing a professional, high quality and personal service to clients? If so, lookno further..

below is the role for you.

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The Role:_


Your role will be to assist the Financial Advisers by providing full administrative support and maintaining close contact with their clients to deliver a professional, compliant and effective service.

This is a fantastic opportunity to work within an operationalrole for a fast-paced, multi award-winning company.

During the current climate they offer the ability to work flexibly (both from home and in the office) once you are trained to a standard that you don't need supervision.

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Key Responsibilities:_

  • To be the first point of contact for clients.
  • Provide an excellent telephonebased service to clients both external and internal together with third party providers.
  • Arrange client meetings and prepare client meeting packs to support allocated adviser(s).
  • Processing and monitoring of all new business (both for new and existing clients).
  • Ensure that financial transactions are completed correctly and files are fully FCA compliant.
  • Manage and track pipeline activity providing regular progress updates to both client and adviser(s).
  • Handle all adhoc valuation requests in a timely and compliant manner.
  • Contact and liaise with relevant product providers/third parties to obtain accurate policy information for adhoc valuation production.
  • Liaise with clients, solicitors and accountants as necessary in order to obtain relevant information and resolve queries.
  • Handling the distribution of letters of authority and correspondence to clients, professional introducer's and other third parties where appropriate.
  • Maintain the CRM system (CURO) to ensure that KYC information for clients is entered fully and accurately.
  • Process and issue client invoices including adviser charging arrangements and liaise with the Finance team to chase overdue payments.
  • Ensure that all tasks on CURO are completed in line with company policy and procedures.
  • Develop and maintain effective relationships with colleagues and third parties.
  • Assess client file documents in accordance with compliance requirements, identifying and correcting remedial actions as requested.
  • Be aware and act upon any compliance, risk and quality issues.
  • Provide recommendations/improvement ideas to increase operational efficiencies within the team.
  • On request from the Senior Client Services Associate, provide assistance with either workflow demands or training/guidance support to colleagues
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Knowledge, Skills & Experience:_

  • Strong operational experience within the Financial Services industry.
  • A desire to further develop knowledge and to undertake relevant examinations to support understanding within the role.
  • Minimum of Certificate in Financial Administration (CF1) or equivalent.
  • Proficient IT skills in core Microsoft Office systems.
  • Organisation and prioritisation skills.
  • Excellent verbal and written communication skills with an eye for detail.
  • Professional telephone manner
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Benefits:_

  • Share Scheme
  • Company discretionary bonus scheme
  • Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm 1 hour for lunch
  • 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period
  • Company Pension scheme
  • Private Healthcare
  • Group Income Protection
  • Life Assurance
  • Eye Care Scheme
  • Wellbeing programme
  • Bike to Work Scheme
  • Full support with professional qualifications
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