Posted in: Finance in Plymouth | Posted: |
TEMPLEGATE RECRUITMENT
Financial Services Specialist Recruiters
Job Title: Senior IFA Administrator
Location: Plymouth
Benefits: Competitive Salary, Pension, DIS, Exam Support, Closed over Christmas.
Salary: £25,000 to £30,000 depending on qualifications and experience
About the Company:
Our client is a respected Independent Financial Advisor (IFA) firm committed to delivering tailored financial solutions and exceptional service to their clients. With a focus on integrity, expertise, and client satisfaction, they strive to exceed expectations and help their clients achieve their investment goals.
The Senior Administrator is responsible for providing comprehensive administrative support to the firm's Independent Financial Advisers (IFAs). This role involves various tasks including diary management, client communication, business processing, ongoing client servicing, and mentoring of Administrators.
What Your Day to Day Duties Will Include:
Client Servicing:
* Prepare new business and client review packs for client meetings.
* Assist in producing accurate client portfolio valuation statements.
* Obtain literature and forms from providers and pre-complete basic client details.
* Obtain Anti-Money Laundering Requirements and conduct electronic checks for new and existing clients.
* Assist in the client review process.
Managing Correspondence and Client Files:
* Link all incoming and outgoing relevant documentation and correspondence onto client files, including written and electronic correspondence, conversations, and emails with clients, and conversations with providers.
* Ensure electronic client files are organized and updated to ensure easy accessibility of information when required.
Company Compliance:
* Ensure all tasks are carried out within FCA regulatory requirements.
* Notify advisers of any complaints received and follow appropriate procedures within the complaints handling process.
* Record all correspondence.
What is Needed to Be Considered:
* Qualifications and or at least three years in the industry
* Highly effective time management and organisational skills
* Ability to work as part of a team Ability to work under pressure
* Good literacy and numeracy skills
* Proficient in use of Microsoft Office
* Excellent communication and interpersonal Skills (verbal and written)
* Articulate with attention to detail
* Ability to work within defined business processes
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for