Ifa Administrator

NJR Recruitment are delighted to be recruiting for one of the UK's leading firms of Independent Financial Advisers who are expanding their business and are seeking a talented Corporate Administrator to join their dynamic and buoyant organisation.

Working from the office based in Wolverhampton, the successful candidate will provide support to the Head of Corporate Administration, Administration Managers, Team Managers and the rest of their team, in delivering a comprehensive service to clients. Following compliance guidelines and internal administration procedures at all times, you will ensure that you complete tasks in an efficient, timely and professional manner.

Responsibilities:

• To support the hybrid advisers in the corporate team to provide a high-class administration service for corporate/wealth clients and scheme members
• To maintain detailed data records on all corporate/wealth clients and scheme members ensuring they are kept up to date at all times
• To maintain relationships and contacts with corporate/wealth clients/providers to ensure a professional service at all times
• Providing general office duties, such as, but not limited to;
  • Answering the telephones in a professional manner, conforming to Company standards
  • To be responsible for the opening, scanning and distributing the post working within the company timescales
  • Ensuring all scanning of hard copy files is completed accurately/readable
  • Shredding documents as and when required
• To liaise with corporate/wealth clients by telephone, in person (as appropriate) and in writing
• To liaise with product providers and any third parties as appropriate
• To prepare new business applications in accordance with the Company's standard procedures and compliance guidelines
• To process all new business applications in a timely manner and in line with internal procedures and compliance guidelines
• To provide clients with timely and accurate information
• To prepare and compile client meeting packs for corporate client pension clinics containing documentation such as, but not limited to, valuations, policy summary's, forms for the Adviser to use at client meetings.
• To attend team meetings to discuss projects for corporate clients and day to day team issues
• To operate within and conform to the Company's existing and continually developing operating systems and procedures and contribute to their further development where required
• Work with team members to ensure a 'team approach' in delivering a good service to all clients
• To carry out any other reasonable duties as requested by line management or directors.
• To provide cover and carry out duties for other Administrators in the team, in their absence.
• To report any compliance issues or suspected compliance breaches to the Compliance Manager as soon as they are made aware of them.
• To operate and manage an effective diary within Intelligent Office to ensure that all activities are planned for and carried out in a timely manner, in line with administration procedures
• To issue signed letters of authority to providers and obtain standard policy information
• Assist with compiling reports on various maters as appropriate
• Deal with member movements in Pension and Medical schemes to include leavers, starters, transfers, retirements and deaths as appropriate
• To prepare and upload contribution files for Pension schemes as appropriate
• To renew (and where applicable rebroke) all Pension and Medical schemes in a timely manner annually as appropriate
• Assist with periodic reviews of the various Pension and Medical schemes at the clients or internal request

Experience/Skills Required:

• Experience and knowledge of working in a related Financial Services Administrator position
• Computer literate in Microsoft Office and other applications
• Excellent communication skills both written and verbal
• Excellent attendance and punctuality
• Client Centric in approach
• Organised and highly motivated
• Good levels of Industry knowledge (preferred but not essential)
• Willingness to study towards professional qualifications (preferred but not essential)