Ifa Administrator - Full Or Part Time Options Avilable

Reed Financial Services are pleased to be representing an award winning firm of Chartered Independent financial planners.

They seek to add up to 2 IFA Support administrator to their growing team and this can be full or part time. The successful candidates will provide a first-class administration and support service to their team of Financial Planners, to meet and exceed the expectations of their clients.

• Working in conjunction with the adviser and paraplanner, if applicable, to ensure that a very high level of financial planning support and servicing is provided to all our clients.
• To process new business in an accurate and timely manner in accordance with agreed service standards and standards for Treating Customers Fairly.
• To service on-going business and assist with delivery of our client review service in a timely manner in accordance with agreed service standards and standards for Treating
• Customers Fairly.
• To provide accurate fund valuations/client review packs as required for on-going client servicing and financial reporting.
• To communicate the progress of business to Managers, Colleagues, Consultants and Clients as appropriate.
• To foster good working relationships with Managers, Colleagues and Consultants.
• To use our internal diary system to effectively plan and prioritise workload, and to ensure client servicing is conducted as agreed.
• To contribute to day-to-day activities such as answering telephones, opening and distributing post, scanning, indexing, printing and ensuring telephone/office cover is
• maintained.
• To ensure complete and accurate client records are maintained electronically, complying with the requirements of the Data Protection Act 2018.
• To maintain continuous professional development (CPD) inline with Company policy and maintain an annual CPD record

Experience required

• Proven experience within an administration support role within financial services
• It would be advantageous if you have IFA Admin exposure
• Industry recognised qualifications would be advantageous
• Accuracy & attention to details
• Communication
• Teamwork & collaboration
• Time management & organisation