Ifa Administrator - Plymouth, United Kingdom - Clever-HR

Clever-HR
Clever-HR
Verified Company
Plymouth, United Kingdom

1 week ago

Tom O´Connor

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Tom O´Connor

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Description
Check out this new opportunity for an IFA Administrator in Plymouth


Supporting the Financial Planners, the IFA Admin role is pivotal in the customer-client relationship where you will undertake a range of IFA Admin duties and responsibilities.

Working for this holistic Financial Planning firm, you will paly an integral role in their continued success.


The company believe in doing things differently, and their team of experienced financial professionals are united by a shared belief in the value of simplicity, transparency, and openness.

They offer a comprehensive planning and advisory service to their clients.

They are now looking to strengthen their IFA Administration support team with the addition of an experienced financial services administrator to join this busy and friendly office.


Key duties of the role include:

  • Administration support to a number of financial advisers
  • Processing of new business
  • Accurately updating and maintaining information on backoffice systems, ensuring all compliance requirements are met
  • Tracking the progress of business with lenders and providers, obtaining updates when required
  • Client annual valuations and file preparation for review meetings
  • Preparing and issue of Letters of Authority
  • Providing exceptional levels of customer service
  • Communicating with different teams to deliver an efficient workflow

The key skills and experience we are looking for are:

  • Experience and knowledge in all aspects of financial services administration
  • A good understanding of pensions, investments, and protection products
  • Relevant financial services qualifications would be preferred
  • A keen eye for detail
  • Strong time management and prioritisation skills
  • Excellent organisational skills with the ability to multitask and manage workloads
  • Hardworking and enthusiastic
  • Excellent IT skills and familiarisation with Microsoft Office
  • Excellent communication skills and a professional telephone manner
  • Ability to work under pressure
  • Ability to work as part of a team

The role includes:


  • A competitive salary, depending on experience
  • Competitive employee benefits package
  • Support with professional exams
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