Address
Form of work
SalaryIFA Administrator
High Wycombe
Salary: £25,000 (Pro Rata)
We are looking for an IFA Administrator to join a Financial Services firm in High Wycombe. This is a part time position, ideally working up to 20 hours per week and based in our clients High Wycombe office.
The ideal candidate must be organised, forward thinking and enjoy a challenge - as well 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.
MAIN TASKS OF JOB
- 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
- 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
- Prepare and issue client annual review packs
EXPERIENCE AND QUALIFICATIONS
- Experience working in Financial Services and/or one or more IFA firms.
- A working knowledge of Intelligent Office (IO) software essential.
In return you will be offered a salary of £25,000 (pro rata), and generous benefits package.
Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role.
Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
