Ifa Administrator - Bristol, United Kingdom - GCB Recruitment

GCB Recruitment

Verified Company

Bristol, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

We are currently looking for an experienced IFA Administrator to join our clients, an established wealth management firm in the Bristol area.

This has prime responsibilities for the provision of administration services to the company. This role will be supportingone of our experienced Advisers, where you will provide one-to-one support.

Working hours of anIFA Administrator:

Monday
Friday, 9 am 5 pm.
This will be a hybrid role, working 3 days in the office and 2 days from home.

The successful IFA Administrator will be offered:

£24,000
£28,000 Basic
Company Bonus
Bupa Healthcare
Life Insurance
Income Protection
Hybrid Working

To be considered for the IFA Administrator role you must have:

The ability to work with a broad range of stakeholders both internally and externally and effectively engage and gain the confidence of clients, management, and business functions to build open and constructive relationships.
Strong communication skills to influence and persuade at all levels.
Astute and businessfocused, clearly understanding the commercial impact of actions and decisions.
Strong written, oral and Microsoft Office (e.g., Word, Excel, and PowerPoint) skills
Previous experience/knowledge within Financial Services is essential 2 years experience.

As an IFA Administrator, your role will involve:

Client Interaction. To contact clients and inform them of developments or answer queries of an administrative nature, while ensuring these are conducted in accordance with the firm's standards and procedures.
Administration. Ensure that all administration, (for example, update of databases to show new business received, generating new business daybook, client valuations, agency/policy transfers) are completed in accordance with the firm's standards and procedures.
Business Quality. To ensure that the firm's and more particularly your own department's high standards are achieved and where possible improved.
Being a team player. To help promote a strong team ethos within the department ensuring that all team members are aware of their responsibilities to our clients, each other, and the company. To actively build constructive relationships with other membersof staff and other departments in addition to external contacts
The role holder would be expected to work towards achieving professional qualifications.
Ensure continuous review of all processes to ensure these comply with the principles relating to Treating Customers Fairly

This job has been posted by GCB Agency Recruitment Ltd which is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.