IFA Administrator
- Grimsby, Lincolnshire
- £25,000-30,000 per year
- Permanent
- Full-time
The key duties of the role are listed below. Due to the nature of the business, the role may also include additional responsibilities considered reasonable: -
- Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day to day queries,
- Screening phone calls, enquiries and requests, and handling them where appropriate,
- Preparation of client review packs,
- Illustration requests,
- Back office support,
- Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures,
- Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant,
- Keep up to date with financial products and legislation,
- Comply with all company and industry guidelines, rules and regulations
- Experience working in a Financial Advice firm is advantageous,
- The role requires a reliable individual who has the ability to manage and prioritise workloads,
- Role holders will be motivated, friendly and professional at all times,
- Outstanding communication skills at all levels,
- Ability to produce business correspondence, proof-read for grammar, spelling and punctuation with a high degree of accuracy,
- Analytical and problem solving skills,
- Experience of working as part of a team,
- Flexibility/ adaptability to cope with change,
- Confident with IT and office software packages (Word, Excel, PowerPoint etc).