Our client is a small consultancy and they have an opportunity for an IFA Administrator to become a key member of their team. Our client advises other clients on a range of pensions, investments, mortgages, protection and corporate benefits. Suitable candidates will currently be working within a financial planning team with experience providing support to advisers within an IFA practice in some or all of the above areas. Our client is not looking for someone from a large corporate environment but someone who works for an independent consultancy who is looking to gain further experience and be developed within the company.
The role is to provide support to the team of four financial planners and the paraplanner with tasks such as preparation of valuation reports, maintaining CRM systems, preparation and processing of new business, dealing with client enquires where no advice is required and general day to day administrative tasks.
You will need to have strong administration, organisational and analytical skills. You will have the ability to work to deadlines and prioritise workload, have good time management skills, a high attention to detail, the ability to work under your own initiative with minimum supervision. Customer focussed you will always provide a high level of customer service, have good communication skills (both written and verbal) and be personable and approachable with effective interpersonal skills and an adaptable attitude.
The ideal candidate will also have an excellent understanding of a broad spectrum of the financial services industry, excellent systems/IT knowledge (ideally with Intelligent Office, Trigold and provider websites or similar) and be committed to keeping their knowledge and technical skills up to date.
Exam support will also be provided for candidates keen to develop their knowledge further with the potential to advance within the company if desired.