Ifa Administrator - Market Harborough, United Kingdom - North Oak Recruitment Ltd
Description
IFA Administrator (job ref AL1203)
Client Delivery Lead - Market Harborough or West Midlands
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 alladministration 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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