Ifa Administrator - Leicestershire, United Kingdom - North Oak Recruitment Ltd

North Oak Recruitment Ltd
North Oak Recruitment Ltd
Verified Company
Leicestershire, United Kingdom

1 month ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Reference:
AL1203- Category: Administration
IFA Administrator (job ref AL1203)
Client Delivery Lead - Market Harborough office or Bromsgrove office - some working from home available

Salary to £26,000 pa (dep on exp) + benefits

My client is an expanding, forward thinking Wealth Management Group with locations across the UK.

They are now looking for an experienced IFA Administrator / Client Delivery Lead, to join their growing Financial Education Team.

This person would ensure all administration for submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met.


Key Accountabilities Include

  • Client Servicing: including creating new client packs, preparing and processing authority letters, and ensuring relevant documents are uploaded.
  • Compliance: performing relevant antimoney laundering checks, and checking compliance documentation is completed.
  • New Business Submission: use client database to track new business and current position, updating planner accordingly.

Person Specification

Knowledge

  • Must have excellent understanding of the financial planning process.
  • Must have excellent communication skills and telephone manner

Experience

  • Minimum of one year in a Financial Services Administration Role is preferred

Skills / Personal Attributes

  • Proficient IT skills, basic spread sheet and database knowledge
  • Good planning and effective organisational skills
  • Honesty and integrity
  • Methodological approach to work
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