Address
Form of workRole: IFA Administrator
Square Peg Associates are currently recruiting for an IFA Adminsitrator to work within a super modern Financial Services business based in the heart of Rawtenstall. The business is experiencing significant growth and require an IFA Administrator/Assistant to the Paraplanner to help support the business operations.
Salary: Competitive and negotiable
Location: Rawtenstall, UK
Role responsibilities:
- To ensure that client relationships can be optimised
- Assist with the daily operation by providing administrative support to the Paraplanning team.
- Completing simple advice letters and file preparation
- Chasing ceding scheme information and liaising with scheme providers.
- Maintain accurate client information and updating information (CFR)
- Specialist Training will be provided and obtain relevant accreditation on systems (knowledge of Salesforce would be advantageous).
- Maintain technical competence at an appropriate level to meet the requirements of the role.
- Support the day-to-day business operations liaising with other team members within the Practice.
Knowledge and Experience Specification:
- Previous experience in an office support role, ideally in financial services or related sector (though not essential)
- Knowledge of relevant regulation and legislation (desirable)
- Experience of client management systems
- Experience of client care and building and maintaining client relationships
Skills Specification:
- Excellent written communication skills
- Experience of Microsoft Office
- Good organisation skills and attention to detail
- Manages time effectively with the ability to multi-task.
- Keeps calm when faced with conflicting demands and handles these effectively.
- Demonstrates a positive attitude at all times.
- Works well on own tasks as well as on shared goals as part of a team.
- Open to change with a creative approach to problem solving.
Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly.
