IFA Administrator (Client Services Support)

Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser.

Responsibilities:

• Preparing first meeting packs - as and when required
• Inputting fact find details into our back office system - Intelligent Office (IO)
• Set up clients on IO
• Input case onto IO
• Input initial fee (commission) onto IO
• Input expectation of future income onto IO
• Obtain illustrations (Exchange or other methods)
• Obtain KFds or KIIds
• Input ATR Questionnaire into Financial Express (FE) - EValue
• Print ATR Report outcome via FE
• Input Lifetime cash forecasting information into via Truth (where relevant)
• Prepare suitability letters for Adviser sign off (using templates or software)
• Obtain & copy Anti Money Laundering documents
• Complete verification form for Adviser signature
• Pass prepared case to Compliance (using checklist)
• On-Line Processing (where relevant)
• Updating IO on a continual basis with updates/changes/progress on cases using activity manger and other workflow functions
• Chasing business
• Weekly planning / strategy meeting with Adviser

PERSON SPECIFICATION

• Experience of working within financial services preferable.
• Understanding of financial products will be an advantage.
• Good GCSE or A-Level result and proficient at all IT packages.
• Excellent organisational and administration skills, who demonstrates good attention to detail.
• Ability to proactively use initiative to problem solve and anticipate next steps.
• A driven individual with a focus on client service and contributing towards a high-performance culture.
• Adaptable to change management plans and advocate to business initiatives.
• IT technically proficient including Office 365.
• Committed to advocating and encouraging an inclusive and diverse team culture.
• Understanding the benefits of the wellbeing agenda and promoting an open and considerate culture.

OFFICE LOCATION

Our client is based in the City and currently operates on a hybrid working basis. They currently work 3 days office based and 2 days working remotely.

If you are interested in this position, please submit a copy of your CV to Josie at Artemis Recruitment.