Fantastic Ifa Administrator Opportunity - Gerrards Cross, United Kingdom - Capio Recruitment

Capio Recruitment

Verified Company

Gerrards Cross, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
IFA Administrator - Established IFA Firm with a Strong Culture

Location:
Near Beaconsfield, South Buckinghamshire

Salary:
Highly competitive, plus annual bonus and various benefits.

About Us:
We are a highly successful Independent Financial Adviser firm with a remarkable 40-year history of excellence in the industry.

As a trusted name in financial services, we are committed to providing exceptional advice and guidance to our diverse clientele.

Our firm boasts a supportive and inclusive culture that values teamwork, professional development, and work-life balance. We are currently seeking more than 1 dedicated and skilled IFA Administrator to join our team and contribute to our continued success

Job Description:

As an IFA Administrator, you will be an integral part of our dynamic team, offering essential administrative support to our Independent Financial Advisers.

Your exceptional organizational skills and attention to detail will contribute to the seamless operation of our financial planning processes.

This position offers an excellent opportunity to work in a successful and established IA firm known for its great culture and commitment to client satisfaction.

Responsibilities:

Provide comprehensive administrative support to our team of Independent Financial Advisers.
Maintain accurate and uptodate client records, ensuring all documentation is completed and securely stored.
Handle client queries and provide exceptional customer service, both in person and over the phone.
Coordinate and schedule meetings, appointments, and events for the team.
Prepare reports, presentations, and correspondence with a keen eye for detail.
Collaborate with colleagues to enhance operational efficiency and contribute to the overall success of the firm.
Stay informed about industry regulations and compliance requirements, ensuring adherence at all times.
Uphold the firm's culture of professionalism, integrity, and outstanding service.

Qualifications and Skills:

Previous experience as an IFA Administrator or similar role within the financial services industry is essential.
Strong organizational skills with meticulous attention to detail.
Excellent verbal and written communication skills, with a professional and customerfocused approach.
Proficiency in using Microsoft Office Suite, including Word, Excel, and Outlook.
Experience with the back office system Intelliflo Office (IO).
Any industry relevant qualifications are desirable.

Benefits:

Competitive salary package commensurate with experience and qualifications.
Annual bonus for all staff.
Opportunities for professional growth and development.
Supportive and inclusive work culture that promotes collaboration and worklife balance.
Pension scheme and other employee benefits.
Chance to be part of a successful IA firm with a reputation for excellence and a strong company culture.
This is an office based role, with flexibility to work from home 1 day per week after the initial period of training and probation has been passed._