IFA ADMINISTRATOR

IFA ADMINISTRATOR
LOCATION : LIVERPOOL
SALARY: UP TO 26,000 + BENEFITS

Our client is the UK's leading firm of Independent Financial Advisers. They have offices based in core cities throughout the UK and are now looking to recruit a Client Support Administrator to work from their offices in Manchester.

The successful Candidate will deliver an excellent administrative service to a team of Financial Advisers, relating specifically to the processing of new business and updating internal systems.

Daily you will be responsible for;

" To prepare and process all new business applications and documentation in either Intelligent Office or on the specific product provider platform.
" Responsible for ensuring that all procedures and compliance requirements are adhered to, whilst meeting agreed service and business quality standards.
" Ensure that all fees in relation to business processing are produced and followed up as required.
" To carry out compliance documents checks in accordance with FCA guidelines and internal business standards.
" Take ownership of all business processing through to completion, closely monitoring the progress of each case and ensuring that the Advisers and the Clients are updated as and when appropriate throughout the process.
" To ensure that the information on Intelligent Office is accurate and up to date.
" To prepare correspondence for the Advisers as and when required

Candidates should offer experience within an administration role, preferably within the financial services industry within sales support role. Those applying should offer the following;

" Good communication skills, both oral and written
" Excellent planning and organisational skills
" Accurate keyboard skills
" Excellent accuracy skills and attention to detail
" A team player with an adaptable and flexible approach to work
" Ability to build and develop effective working relationships at all levels
" Good knowledge of Microsoft Office
" An interest in financial services and the wide range of financial products available to clients (ISAs, Pensions, Protection)
" A proven track record in delivering excellent client satisfaction

NJR