IFA Administrator

The role of the Financial Services Administrator is to support the office managers and financial planners and provide an efficient, professional, high quality and compliant service to our clients. Duties will include:

· Obtaining and collating provider information and illustrations.

· Processing and submitting new business and monitoring the progress.

· Dealing with investment, pension, and protection business.

· Liaising with clients and delivering a full customer service.

· Preparing valuation reports, performance documentation and review checklists.

· Processing and monitoring switches with providers or electronically.

· Completing withdrawal instructions for clients.

· Updating back-office systems.

Are you the customer focused and experienced IFA administrator we are looking for to join our friendly and professional team?, We are looking for someone who has ideally gained experience in a similar role and company and has a good understanding of the financial planning support function.

· Able to demonstrate excellent customer communication skills.

· Experience working together as part of a team.

· A background in using IFA systems and processes.

· Excellent quality service delivery skills.

· Strong personal skills in the areas of adaptability, enthusiasm, dependability, honesty, and integrity.,

• IFA administration: 2 years (required)
  
  Bereavement leave


• Company pension


• Free parking


• Life insurance


• On-site parking


• Referral programme


• Sick pay


• Work from home


Schedule:

• Day shift


• Monday to Friday