Ifa Administrator - Worthing, United Kingdom - Cranleigh Personnel

Cranleigh Personnel

Verified Company

Worthing, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job title:
IFA Administrator

Salary - £22,000 to £35,000 - depending on experience.
Are you Currently working within Wealth planning or similar, and are looking for an opportunity to join a growing, Chartered wealth planners - where you can relish a varied role and ample opportunity for progression into either paraplanning or management?

Our agency is working with a Chartered financial Planning company, who are now searching for their next IFA Administrator to join their friendly team.

This wonderful Financial Planning company are a boutique whole of the market company - medium sized and continuing to steadily grow their supportive team.

The role would suit any individual who enjoys a varied role encompassing elements such as back office pre and post-sale administration, client servicing and working closely with advisers and paraplanners as a pinnacle part of the team.

You will be part of a pool of other like minded administrators and supportive and social team atmosphere are truly one of the selling points for this role.

The role is open to someone who has experience within wealth planning administration and wants to progress through to more technical support aspects, or equally someone who is experienced and content to remain within the administration function and perhaps progress more down the managerial route moving forward.

Some key benefits to flag with this role includes the following.
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Fantastic team and working atmosphere:

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Option to work from home a couple of times a week after settling in period
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Free parking included with offer of employment and a cycle to work scheme:

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Full encouragement and study support towards financial planning exams:

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Opportunity for progression, and they are a company well known for internally progressing their own team members to their desired goals
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Generous discretionary bonuses each year:

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PMI and DIS.

Key features of the role are detailed below:

Key responsibilities and duties:

Client Administration

To produce client portfolio valuations from various investment providers
To produce Letters of Authority for new clients to service policies
To produce any Letters/Forms required for switches, encashments etc.
Ensure compliance requirements are met on all new business cases
Weekly chasing of all new business cases
Weekly chasing of all existing business enquiries
Scanning files onto client database records
Maintaining client database records

General Administration

Deal with answering telephone enquiries
Maintaining filing systems
Dealing with daily post

Skills and Experience

Experience using Intelligent Office.
IT literate and hold experience with Adobe and other paperless office software
Numerate and literate with some knowledge various administrative systems specifically financial.
Proven ability to demonstrate precise attention to detail.
Experienced in managing and prioritising own workload.
Experience of MS Office inc. Excel, Word, Outlook and Teams.
Excellent interpersonal skills.
Wellpresented and professional in appearance.
Excellent organisational and planning skills with the ability to multitask.
Have a good understanding of, and be committed to, the values and mission of ISWM Ltd.