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Ifa Administrator - Milton Keynes, United Kingdom - Blakemore Recruitment

Blakemore Recruitment

Verified Company

Milton Keynes, United Kingdom

1 month ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

We are currently recruiting for a Financial Planning practice based near Milton Keynes who are looking to recruit an IFA Administrator to their growing team.

This is an excellent opportunity for an experienced IFA administrator who thrives on complex client scenarios. They will encourage and support your development in specialist areas, improving your skills.

Development towards a Paraplanner role is always anoption, but we value both roles equally and will support your development whatever path you choose.

They understand the right balance is needed when it comes to work and personal life.

So, they do all they can to encourage a good work-life balance, currently working on a 60/40% split of office and home working, with potential for early Friday finishes.

Couple this with a competitive salary and beneficial perks, they aim to ensure they support and are flexible for each other.

As a successful and award-winning Chartered Financial Planning Firm and Accredited Financial Planning Firm, their ethos is to provide an independent financial planning service.

They aim to build relationships that last a lifetime with both clients and staff.

They are looking for a Financial Services Administrator, an individual that is enthusiastic, driven, extremely organised and thrives on a busy and challenging technical role keeping the best possible service and company standards.

The role of the Financial Services Administrator is to deliver excellent customer service to your own group of clients and provide technical administrative support to the Paraplanners and Financial Planner.

Experience as an administrator within the financialservices industry is essential. A training and development programme is available to those who wish to progress further within the industry.

Purpose of Job:

To support Paraplanners and Financial Planners ensuring a smooth delivery of excellent client service and client communications, as per business processes.

Key Responsibilities & Accountabilities Client servicing:

Organise existing and prospective client meetings and actively manage FP's Diary and workload
Prepare client documentation in advance of and following client meetings (as per business processes)
Manage client service needs and client expectations to ensure client satisfaction
Liaise with other team members on work progress per client account and keep clients informed (as per business process)
Liaise with clients on any administration queries they may have
Assist in client meetings when required
Ensure that relevant service components (as per client agreement) are delivered throughout the year in a timely manner
Open and maintain client files to the required compliance standards
Ensure action points resulting from client meetings get diarised and dealt with

Client administration:

Check accuracy and completeness of new business documentation
Ensure all supporting documentation is maintained as per company procedures
Liaise with product providers to ensure timely and accurate responses to clients (progress chasing)
Send Letters of Authority and gather accurate information as per business process
Produce portfolio valuations
Ensure fund top ups, withdrawals, switches, and rebalances are carried out accurately and within company timescales

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