Ifa Administrator - Brighton, United Kingdom - Templegate

Templegate

Verified Company

Brighton, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

TEMPLEGATE RECRUITMENT

Financial Services Specialist Recruiters

Job Title:
Financial Services Administrator

Location:
Brighton

Benefits:
Competitive salary, death in service life assurance cover, private medical insurance cover; free annual eyesight tests & cost toward glasses for occupational purposes, approved exam fees, study material and time off to study/take such exams, approved annual professional subscription fees, three days' paid holiday leave between 27th December and 31st December each year (excluding Bank Holidays)

Salary:
£23k ~ £28k Depending on experience.

About the Company:

Our Client is an established Independent Financial Services Company with over 30 years experience. Their financial Advisers are fully qualified and experienced in providing advice on pensions, investments, mortgages and insurance products.

What Your Day to Day Duties Will Include:

Participates in weekly meeting with Team Leader(s) where workloads are prioritised.
Responsible for the timely creation and ongoing update of accurate client records, both personal/fact find details and investment details within Intelligent Office.
Ensures housekeeping activities on client data are allocated and prioritised including support from the Team Leader(s) and Paraplanner(s) when required. Ensures that all client interactions are recorded using standalone tasks and purposebuilt workflows within IO (e.g. new client, client review, new instruction, client on & offboarding), providing an audit trail of activities and the ability to delegate workload to other administrators with relevant background details when required.
Works with the Team Leader(s) and Paraplanner(s) to ensure that basic client reports (suitability reports, annual review reports, meeting notes, portfolio report) are generated from Intelligent Office using the standard agreed templates; validating that investments populate from the tool with the correct values and details and that mandatory sections of the document are completed as specified. Supports the Team Leader(s) and Paraplanner(s) in utilising other agreed toolsets to provide data for client identification, risk profiling, lifestyle planning, investment analysis etc.
Ensures that the client is kept informed on progress and is notified when transactions are completed
Ensuring that all client communications and documentation are scanned and filed in Virtual Cabinet in a timely manner to ensure compliance with file checking processes.
Provides support for Office Manager in defining and carrying out organisational projects and initiatives.
General office duties including answering phones, photocopying, filing and scanning.
Acts as cover for Receptionist or other Administration team members when out of office (breaks, annual leave, sick leave etc.)

What is Needed to Be Considered For This Role:

Previous Experience of Intelligent Office (IO)
Strong customer service ethos able to build relationships of trust across a diverse client base.
Process driven follow defined processes to evidence adherence to high standards and policies, regulatory requirements and any other compliance demands.
Attention to detail working with the Team Leader(s) and Paraplanner(s) to ensure that clients have all the information they need in order to review and make decisions about their investments; that providers have the correct details to carry out client instructions; and that all information is recorded in IO.
Problem solving able to find solutions to issues and nonstandard situations as they arise, ensuring appropriate escalation and recording in line with complaints processes and/or feedback to ensure continuous improvement on processes.
Collaborative Communicator building relationships across the various teams and able to work with colleagues at all levels of the organisation.
Able to prioritise and manage workload work with Team Leader(s) and Paraplanner(s) to understand and prioritise client based workload while balancing day to day administrative tasks such as the maintenance of client data, documentation etc.