Ifa Administrator - Dorset, United Kingdom - TO Resourcing Ltd

TO Resourcing Ltd

Verified Company

Dorset, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

IFA Administrator - Dorset - Up to £30,000

TO resourcing are delighted to be working with an established firm of Chartered Financial Planners to support them in seeking an experienced IFA administrator.

Working with the Administration team under the supervision of the Operations Partner, you will helpto provide efficient administrative support to clients, paraplanners, and advisers.

Duties to include:

Open, sort and scan incoming & prepare outgoing post
Answering the telephone, assisting with client or provider queries
Data entry and ensuring all information or compliance documents required to complete recommendations has been received
New business processing and performing fund switches
Obtaining Illustrations and other literature from providers on products available.
Preparing client valuations
Preparing and issuing letters of Authority
Chasing providers for information

This really is a great opportunity to join a business that pride themselves on offering a first class service.

You will be working with people who are passionate about what they do and who have gained a solid reputation in the industry.

Skills/Experience:

Experience of Word and Excel

Good level of academic qualifications required
Confident telephone manner - with clients and companies
Excellent oral and written communication skills
Able to manage own workload and tasks daily
Methodical worker, with a good attention to detail
Understands the need for case ownership

Other information:
Salary up to £30,000 depending upon depth of IFA practice experience
Annual bonuses
Pension contributions into Aviva Personal Pension
Working from home 2 days per week, with 3 days in the office, after completion of initial training
Full time Mon - Friday 37.5 hours per week, but with some flexibility on hours between 8am to 6pm with prior agreement
Holidays 22 days per annum plus Bank Holidays, 3 extra days available through long service awards and 3 days currently given in addition for annual Xmas closure
Free parking - It is ideal that you drive/have own transport due to the location of the business
Support for further industry qualifications