Ifa Administrator

Our Independent Financial Advice firm client is looking for an IFA administrator with at least 1 year's experience in a whole of market environment

Main duties & responsibilities

• Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion.
• Have an understanding of 3rd party providers platforms and processing times
• Managing your individual workload using personal diary system on Client Management to ensure that all tasks are completed in a timely fashion.
• Investigate and handle any client/consultant queries
• Manage post relating to new business cases.
• Dealing with client/provider queries over the phone and via email.
• Understand our internal compliance procedures and the requirements of 3rd party providers
• Maintaining client records on back-office system
• Cover receptionist duties such as post, phone calls, greeting clients and dealing with third party suppliers.

Experience & Skills

The successful candidate will have a minimum of 1 years 'experience working for an IFA practice or Provider and experience or understanding of pension and investment products. They should be able to demonstrate the following skills:

• Excellent interpersonal and communication skills
• Efficiency, accuracy & attention to detail
• Self-motivated and willing to take the initiative
• Strong organisational skills with the ability to adapt and successfully multitask
• Excellent telephone manner
• IO experience would be desirable

Salary & Benefits

• Salary is dependent on experience.
• 26 holidays per year, using 3 days in between Christmas & new Year. Plus, an extra day for your birthday
• Hybrid working, upon completion of your probation period. Set days in the office will then be agreed with your manager, this will be 50% working in the office 50% at home.
• Flexible working between the hours of 8am to 6pm, as long as 7.5 hours are worked each day in between core hours of 10am-4pm.
• 37.5 hours per week
• Company Pension Scheme
• Access to Benefit Hub which includes discounts to products, tickets etc
• Group Life Scheme