IFA Technical Administrator

Job Description:

IFA Technical Administrator

South Leics (our ref AL1380) – Office based role

Salary to £30,000 dep on exp + excellent benefits inc parking

My client is a very well-established IFA, who provide wealth management advice to both private and corporate clients.  They now have an exciting new opportunity for an individual who has at least 2 years’ experience within financial services, to join their IFA administration support team.  Experience in Financial Services is essential, with enthusiasm and commitment in delivering a first-class service, to both clients and colleagues, being paramount.

The Role: 

• Letter of Authority administration and processes. 
• Making of appointment packs/General administrative duties where required. 
• Valuations. 
• Telephoning providers. 
• Letter writing/Photocopying 
• Prepare cash flow modelling (information gathering and understanding) & Prepare portfolio comparison analytics
• Action fund switches & carry out attitude to risk questionnaires & produce ‘no action’ and fund switch suitability letters
• Adviser diary management, Booking then preparing new and existing client appointment packs
• Regular engagement with clients and providers via telephone, email and letter
• Maintain clear and compliant records
• Attend departmental meetings and training
• Process new business applications
• Liaising with providers to ensure new business is completed in a timely manner, identifying/resolving any issues/queries, and updating client/adviser accordingly.
• Death claims – informing relevant companies, obtaining correct documentation to complete a death claim. Liaising with family members in an empathising manner.
• Keep up to date with all relevant product, legislative and technical changes, as required. 

Ideal skills/experience: 

• Previous experience in an Administration role (minimum of 5 years), with 2 of those years being within the Financial Services sector.
• Thrives in a fast paced and accurate data input environment.  
• Understanding of regulations/compliance (advantageous). 
• A working knowledge of Microsoft Word, Excel and Outlook with the ability to get to grips with, what might be an unfamiliar software package, e.g.,back-office system (Xplan/Curo). 
• Excellent customer facing interactions, good administration skills/phone manner and IT skills 
• Well-presented. 
• Self-motivated and organised, with a good work ethic. 
• Will take personal responsibility for the quality and timeliness of work and can achieve results with minimal supervision. 
• Able to stay focused on tasks, despite distractions and interruptions. 

• Be an integral part of the team – a good communicator, willing to input new ideas and suggestions to improve process & flexible in their approach to work and processes. The right candidate should be able to adapt/evolve as working practices change. 

Benefits: 

• 25 days holiday, plus bank holidays.
• Generous non-contributory pension scheme, commencing after three months’ continuous service. 
• Free death in service, subject to qualifying criteria, commencing after 3 months’ continuous service. 
• Brand new air-conditioned modern offices, offering full kitchen and dining facilities, gym, and free secure on and off-site parking. 
• This is a full-time position, 37.5 hours per week, 9 am – 5 pm, (30 minutes unpaid lunch break), Monday to Friday. 

If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications within 10 days.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.