Ifa Administrator - London, United Kingdom - Blakemore Recruitment

Blakemore Recruitment

Verified Company

London, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

We are currently recrutiing for a National Financia Planning who are looking to recruit an IFA Administrator to join their team.

The Company

They are an award-winning team of Independent Financial Advisers who provide a personal, independent and bespoke wealth management service to high net worth clients.

They are an expanding business with offices in London, Leeds City Centre and Bath.

Are you looking for a rewarding career in financial services with an expanding, forward thinking company? Do you have a friendly and approachable manner and take pride in providing a professional, high quality and personal service to clients? If so, we aresearching for enthusiastic and hardworking individuals to join our team.

The Role

Your role will be to assist our Financial Advisers by providing full administrative support and maintaining close contact with our clients to deliver a professional, compliant and effective service.

This is a fantastic opportunity to work within an operationalrole for a fast-paced, multi award-winning company.

During the current climate we offer the ability to work flexibly (both from home and in the office) once you are trained to a standard that you don't need supervision.

The modern offices are located in a stones throw from St Paul's Cathedral in London.

Key Responsibilities

To be the first point of contact for clients.
Provide an excellent telephonebased service to clients both external and internal together with third party providers.
Arrange client meetings and prepare client meeting packs to support allocated adviser(s).
Processing and monitoring of all new business (both for new and existing clients).
Ensure that financial transactions are completed correctly and files are fully FCA compliant.
Manage and track pipeline activity providing regular progress updates to both client and adviser(s).
Handle all adhoc valuation requests in a timely and compliant manner.
Contact and liaise with relevant product providers/third parties to obtain accurate policy information for adhoc valuation production.
Liaise with clients, solicitors and accountants as necessary in order to obtain relevant information and resolve queries.
Handling the distribution of letters of authority and correspondence to clients, professional introducers and other third parties where appropriate.
Maintain the CRM system (CURO) to ensure that KYC information for clients is entered fully and accurately.
Process and issue client invoices including adviser charging arrangements and liaise with the Finance team to chase overdue payments.
Ensure that all tasks on CURO are completed in line with company policy and procedures.
Develop and maintain effective relationships with colleagues and third parties.
Assess client file documents in accordance with compliance requirements, identifying and correcting remedial actions as requested.
Be aware and act upon any compliance, risk and quality issues.
Provide recommendations/improvement ideas to increase operational efficiencies within the team.
On request from the Senior Client Services Associate, provide assistance with either workflow demands or training/guidance support to colleagues

Knowledge, Skills & Experience

Strong operational experience within the Financial Services industry.
A desire to further develop knowledge and to undertake relevant examinations to support understanding within the role.
Minimum of Certificate in Financial Administration (CF1) or equivalent.
Proficient IT skills in core Microsoft Office systems.
Organisation and prioritisation skills.
Excellent verbal and written communication skills with an eye for detail.
Professional telephone manner

Benefits

Share Scheme
Company discretionary bonus scheme;
Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm 1 hour for lunch;
24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period;
Company Pension scheme;
Private Healthcare*;
Group Income Protection;
Life Assurance;
Eye Care Scheme;
Wellbeing programme;
Bike to Work Scheme;
Full support with professional qualifications;