Independent Financial Adviserory group are seeking an IFA administrator, to join their client support team.
Key responsibilities will include:
• Providing proactive administrative support for their paraplanners and IFAs
• Preparing and processing documentation for any new and existing clients
• Managing cases utilising our various CRM portals and provider platforms
• Handling incoming queries from internal staff, clients and external providers via email and telephone
• Ensuring all compiled files meet with compliance requirements and reporting any that do not to the appropriate parties
• Liaising with product providers and other third parties
• Promoting the company's services in a professional and FCA compliant manner
What they are looking for:
• Previous experience of an administrative role within the financial services industry (Required)
• GCSE Maths and English Language (or equivalent) - graded C or above (Required)
• Excellent written and verbal communication skills (Required)
• Strong numeracy skills (Required)
• Exceptional attention to detail (Required)
• Ability to understand and analyse financial and non-financial data (Required)
• Experience in communicating with and managing expectations with clients (Required)
• Desire to learn and develop (Required)
• High level of initiative (Required)
• Ability to work independently and as part of a team (Required)
• Literate with MS products including Outlook, Word and Excel (Required)
• Prior experience working with CRMs/online portals such as Intelliflo Office (Desired)
• Platform experience with Nucleus, Transact, Quilter and Standard Life/abrdn (Desired)
For further details please contact Katie Collins