Ifa Support Administrator - Hove, United Kingdom - Roxboro
![Roxboro](https://contents.bebee.com/public/img/noimg-businessx400.jpg)
1 week ago
Description
We are a Hove based wealth manager with big ideas and a desire to grow. We are looking for a bright and motivated IFA Support Administrator to help us achieve our plans.
Our clients look to us for help in managing their pensions and other investments; you will help the advisers and other team members to deliver a first-class service.
No prior experience is necessary as full training will be provided, however attention to detail, the ability to focus on a given task, and the flexibility needed to manage a varied workload is required.
The preferred working week would be five and a half hours a day, five days a week, but the exact schedule is open to negotiation.
This would be an ideal position for an established administrator looking to establish a new career in the sector, or for someone with previous experience working for a financial adviser or life/pension provider.
It's not all grind though and we have staff social events and are planning an overseas weekend trip for all staff and partners.
We offer life cover and a pension that is more generous than auto-enrolment requirements.
We work from Platform 9 in Hove, which is Hove's most vibrant co-working environment with its own café, social nights and the opportunity to meet people from all sorts of other businesses.
Your role will be flexible but includes:
- General office duties to include scanning, filing, photocopying and preparing meeting rooms.
- Administrative and PA duties to support financial adviser and paraplanner.
- Telephone answering and message taking.
- Diary and task management.
- Diligent use of our backoffice system to record client details, tasks, plans etc.
- Liaising with product providers to obtain and chase information.
- Researching fund performance.
- Processing attitude to risk questionnaires.
- Preparation of illustrations and key features.
- Providing protection and annuity rate comparisons.
- Producing client reports from various sources.
- Administering fund switches and portfolio rebalances.
- Producing mailshots. Mailchimp experience would be helpful.
- Attending company meetings.
- Completing in house training.
- Proficient administrator, organised with good communication skills, be able to work happily within a team and under their own initiative, occasionally under pressure.
- Conscientious and detail orientated.
- Organisational skills with the ability to prioritise workloads. You must be able to use initiative and look for solutions.
- PC literate with the ability to use Word and Excel, to a good standard.
- Fluent in written and spoken English with good telephone manner.
- Friendly, approachable and personable.
- GCSE in Maths and English of C or above.
- Experience and qualifications in financial services.
- Use of Intelligent Office and familiarity with Aviva/Quilter platforms.
- We are looking to promote ourselves better. An ability to help with our social media presence, AI and marketing would be great.
- Experience of CRM systems, Powerpoint and Outlook.
- Knowledge of PC issues and problem solving including issues with printers, network connections, reinstalling Windows etc.
- Interest in investments.
Job Type:
Part-time
Salary:
£11.45-£13.50 per hour
Expected hours: 27.5 per week
Benefits:
- Company pension
- Life insurance
Schedule:
- Monday to Friday
Work Location:
In person