Ifa Administrator - High Wycombe

We are currently recruiting for a boutique Wealth Management firm in High Wycombe who are looking to recruit an IFA Administrator

IFA ADMINISTRATOR
High Wycombe
Life Insurance / Company pension / On Site Parking

They are looking for an experienced administrator to join our team in High Wycombe.
The ideal candidate must be organised, forward thinking and enjoy a challenge - aswell as having excellent attention to detail, good IT skills and a self-motivated enthusiasm to develop and learn.
You will have the ability to work autonomously where appropriate and also be a team player. A key characteristic is a positive "can-do" attitude and the capability to deliver desired results successfully.

EXPERIENCE AND QUALIFICATIONS

• Experience working in Financial Services and/or one or more IFA firms.
• A working knowledge of Intelligent Office (IO) software essential.

MAIN TASKS

• Take responsibility for the smooth processing and tracking of administrative actions.
• Ensure commission/Adviser Charging expectations are input correctly on systems
• Prepare and process new business submissions, confidently using different investment platforms and monitoring through to completion
• Issue Letters of Authority and complete ID checks as required
• Prepare and issue client annual review packs
• Use full range of available software, including but not limited to Microsoft Office, Intelligent Office, Papercloud and other provider platforms
• Respond to client enquiries in a timely manner
• Keep up to date with changes that affect your role and adapt processes and procedures accordingly
• Interact and work closely with the rest of the support team to ensure a consistent approach
• Daily general administrative activities such as dealing with the post.
• Liaise with Clients and IFAs