Ifa Administrator - Kettering, United Kingdom - GCB Agency Recruitment

GCB Agency Recruitment
GCB Agency Recruitment
Verified Company
Kettering, United Kingdom

1 month ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description
We are currently looking for an IFA Administrator to join our clients, an IFA Administrator in the Kettering area.

My clients are an established independent firm with the main aim of building a trusted relationship designed to offer an exceptional personalservice to help plan for a secure financial future.


Working hours:

As an IFA Administrator, you'll be required to work Monday - Friday 9 am - 5 pm.


The successful IFA Administrator will be offered:

  • £24,000
  • £27,000 Basic (Depending on Experience)
  • Pension
  • DIS
  • Free Parking
  • 25 Days Holiday + Bank Holidays.

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

  • Experience with a Financial Services Environment (Ideally within an IFA)
  • Computer Literate
  • Excellent Communication Skills
  • Organisation Skills
  • Teamwork skills

Responsibilities for the IFA Administrator role:

  • Answering the phone taking messages and passing on as appropriate.
  • Answering the door and greeting any visitors to the building, making sure that all visitors comply with any site regulations. Preparing refreshments as necessary.
  • Ensure that supplies of blank forms required by Advisers are kept well stocked and up to date and advise the Office Manager of any other items needed.
  • Filing on a regular basis for Advisers or the MD where necessary.
  • Send Letters of Authority to providers, chasing the information and then informing the adviser/paraplanner as appropriate.
  • Prepare paperwork for all client meetings, including report and document printing and valuation calculations ensuring that all deadlines are met.
  • Liaise with clients, providers, and other professional bodies in order to progress cases.
  • Keeping the company database up to date, ensuring that all tasks allocated to you on the system are reviewed daily, and actioning or allocating to others as necessary.
  • Ensure registers and logs are kept up to date and reviewed on a regular basis.
  • Take responsibility for dealing with clients 'issues' in order to achieve a satisfactory conclusion.


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

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