Ifa Administrator

Reed Financial Services are pleased to be representing an award-winning Financial Planning and Wealth Management firm headquartered in Bury St. Edmunds. They seek to add an Administrative Support to their growing team on a salary paying up to £23k per annum. This role will provide administrative support to the private client team, to ensure that they have timely and accurate information and ensure that client records are kept fully up to date with all related correspondence uploaded and correct indexing to appropriate systems.

Key Responsibilities:

• Input fact find details onto IO
• Undertake scanning and ensure information is saved in the right place
• Collate information and prepare client review meeting packs
• Input and analyse completed risk profile questionnaires
• Undertake post review work in accordance with the checklist
• Liaise with the team regarding reviews that are due each month and keep opportunities up to date
• Complete anti money laundering checks via Smart Search for individuals and companies house for corporate clients
• Generate policy information request letters for letters of authority and change of agency and send to providers. Set up the event list and analysis sheet
• Complete Policy analysis
• Provide general administrative support to private client team members e.g. post
• Maintain and update my talent development record, via the Beckett Academy App, ensuring my objectives are up to date and impact of any training is recorded
• Manage the volume and prioritisation of work

Essential:

• Mandatory compliance training
• Attention to detail/accuracy
• Computer literate and data management
• Analytical
• Good organisational and prioritisation skills
• Time management
• Team working
• Ability to build and maintain relationships
• Communication – written and verbal
• Ability to identify and raise any issues or errors
• Ability to follow rules and procedures
• Behaving in a professional manner
• Trust and integrity
• Curiosity and willingness to learn and improve
• Willing to help and support the wider team e.g. covering reception/IT queries

Desirable:

• Progress towards the Diploma in Financial Planning
• Providing accurate and timely administrative support
• Knowledge of pensions and investments
• Mentoring
• Ability to work pro-actively and on own initiative
• Creativity and innovation

KPI’s:

• Accurate information provided
• Client satisfaction and zero complaints
• Positive feedback from colleagues