Ifa Administrator - Leicester, United Kingdom - GCB Recruitment

GCB Recruitment

Verified Company

Leicester, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Our clients want an experienced IFA Administrator to join their team in Leicester.

They are a well-established firm that has exciting growth plans and is experiencing a vast amount of business coming through each month.

As an IFA Administrator the working hours will be:

Monday to Friday 8.45 am
5 pm.

For the successful IFA Administrator, our clients are offering the following:

£20,000
£26,000 basic
Free Parking
Private health care
23 days holiday + Bank Holidays
Pension scheme
Full support on all exams

As an IFA Administrator, your role will include:

To obtain current fund values for investments and create reports from this information for customers in accordance with their expectations, in order to maintain customer satisfaction.
To carry out various research activities to assist in the advice process with clients.
To support the production of pensions, life and investments valuations and quotes using established Company procedures and formats in order to help meet deadlines, customer needs and regulatory requirements.
To contribute to the organisation and planning by introducing new and improved procedures and making the best use of resources (e.g. The company Client Management System)
To manage the process of distributing customers' letters of authority in order to ensure regulatory compliance and to ensure relevant information may be obtained in a timely fashion.
To undertake general administrative duties (e.g. scanning, filing, preparing letters etc) in order to ensure that deadlines are met, appropriate records are maintained and are accessible, and so as to comply with regulatory compliance.
To generate clientfacing documents in order to complete the advice process.
To manage platform funds on an ongoing basis in order to meet customer requirements and to ensure customer satisfaction is maintained.
To continually maintain and develop technical, product and industry knowledge in order to keep pace with developments and change, in order to be able to work effectively.
To provide administrative support to the Managing Director and other advisers in order to ensure that customer service is of the highest standard and so that regulatory requirements are met.

To be the successful IFA Administrator you will need:

Knowledge and experience in using computers and a variety of general software packages.
Knowledge and understanding of the pensions and investment sector.
Excellent organisational skills
Have the ability to work under pressure in a busy department.

Desirable:

CII Level 4 Diploma or higher but not essential

This job has been posted by GCB Agency Recruitment Ltd which is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage