Are you a IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you.
Our client, a well-established firm are looking for an IFA Administrator / Wealth Planning Administrator to join their friendly team, providing the highest quality of support to the Financial Planners. Our client is offering a fantastic work/life balance with a four-day week and flexible hours.
Two days a week you will be working in the office, which is in a great high street location.
- Provide high quality support to team
- Assist Advisers in the production and issuing of client advice, including liaison with
product providers and undertaking product research
- Prepare and issue client reviews including obtaining product specific information, for
example switch fees and funds available and charges
- Issue client advice, correspondence and enclosures
- Process all new business through to conclusion
- Maintain task schedules and tracker spreadsheets to monitor service standards
- Adhere to the FCA’s Conduct Rules
- Act with honesty and integrity in all dealings with clients and peers alike
- Keeping the company database up to date, ensuring that all tasks allocated to you on the system are reviewed daily, actioning or allocating to others as necessary.
- Ensure registers and logs are kept up to date and reviewed on a regular basis.
- Take responsibility for dealing with client ‘issues’ to achieve a satisfactory conclusion.
- Communicate with colleagues on compliance matters as they arise and highlighting any areas of specific interest.
- Assist the Management Team on any administrative or office-based tasks as deemed appropriate.
- Strong work ethic
- Good telephone manner
- Experience of dealing with customers both written and verbally
- Thriving within a busy varied role
- Can do attitude
- Team player but also self-motivated and able to work on own initiative
- Keen to learn and develop skills to ensure develop best competency within the role
- Organisational and prioritisation skills
- Strong attention to detail.
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.