Senior Ifa Administrator - Surrey, United Kingdom - Coast Specialist Recruitment

Coast Specialist Recruitment
Coast Specialist Recruitment
Verified Company
Surrey, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

A great new position has arisen within a boutique Wealth Planning firm based in Surrey - hybrid working if preferred - 1/2 days in the office

Experience and Qualifications

  • 5+ years' experience in an IFA administration role
  • Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection
  • Demonstrable experience of delivering client service at the highest level
  • Experience of using Transact, iO or equivalent system to perform an administrative role
  • Excellent IT skills with a good working knowledge of Excel
  • Excellent written and verbal communication skills with a high level of attention to detail
  • Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role
  • Relevant industry qualifications will be an advantage, but are by no means essential.

Competencies

They need someone who can:

  • Learn quickly and have the confidence to take responsibility for admin across a busy client team
  • Work to pressing deadlines, being personally resilient and able to handle the pressure of a busy team, a demanding workload and complex client needs
  • Assist the adviser team and clients in an enthusiastic and proactive manner, using organisation, time management and prioritising skills
  • Demonstrate focus and motivation in delivering an exceptional level of customer service to clients, third parties and colleagues
  • Work well under own initiative, with a commonsense approach to problem solving
**The role offers a comprehensive benefits package, including a discretionary bonus scheme
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