Senior IFA Administrator - Plus One Recruitment : Job Details

Our client is a successful, multi-site company based in Leamington Spa, specialising within the financial planning sector. They are now looking to acquire the services of a hard-working Senior IFA Administrator  reporting directly to the Financial Services Office Manager, with the role providing both clerical and administrative support to ensure the smooth running of the business. This is an excellent opportunity, which would suit an individual who is a self-starter, hard-working and resilient looking to work in a varied, dynamic environment, offering the scope for credible career development. Main Responsibilities:

• Managing own workflow to ensure tasks are completed in an accurate and efficient manner with deadlines met.
• Create and maintain filing systems/client files.
• Arrange meetings/book appointments.
• Update and maintain the firm’s diary system, records, and registers.
• Requesting quotes/comparisons as requested by advisers.
• Retrieving policy information from providers via phone or websites.
• Submitting new business.
• Processing transactions on provider wrap platforms and ensuring a healthy cash balance is maintained.
• Compiling invoices.
• Liaising with product providers as and when necessary.
• Assisting advisers to provide all required information to paraplanner to create suitability report.
• Assisting advisers to provide all required information for client meetings.
• Type and word-process various documents and electronic information.
• Create financial reports using spreadsheets.
• Manage, organise, and update relevant data using database applications.
• Carry out any other duties as required by the Financial Services Office Manager.
• General office duties including filing, shredding, photocopying, and binding.
• Checking accuracy of team members work and co-ordinating training for team members where required.

 Key Skills & Experience:  

• Experience working in a IFA practice.
• Knowledge of using IO (Intelligent Office client database).
• Ideally the candidate will be studying towards the certificate or diploma in Financial Services.
• Great attention to detail and process orientated.
• Professional and positive attitude.
• Strong interpersonal skills.
• Highly organised with an excellent standard of written and verbal communication.
• Knowledge of software packages desirable such as: Intellifo, Assureweb, Trustnet, Providers websites, PPOL.

Additional Information:

• On-site Monday – Friday – 9am – 5pm (with an early finish on Fridays at 4pm), and half an hour lunch.
• 23 days holiday plus bank holidays increasing with length of service.
• Pension scheme, life assurance, development & training and educational support, health cash plan, Employee Assistance Programme (EAP), annual bonus scheme (discretionary of up to 5%).

To express interest in this promising role, kindly forward your latest CV, detailing your present or most recent remuneration package and any notice period you might have. For a discreet, detailed discussion about the role, you can reach out to Daniel Marlow at . Alternatively, connect with us on LinkedIn via the following link: https://in/danielmarlowmarketingandcreativerecruitment/overlay/contact-info/