Back to results list

IFA Administrator

Location: JESMOND, TYNE AND WEAR Salary: 18000.00 - 24000 GBP Per Annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: 2
Posted: about 1 year ago Reference: 3039365
An exciting opportunity for A Financial Services Administrator to join an innovative leading Financial Adviser Firm!

This organisation is a focused with a commitment to providing the best service for each and every client they work with. They are looking for an experienced Financial Services Administrator to join their hardworking team.

Salary: £18,000 - £24,000 (dependant on experience)

PLUS the opportunity to carry out Professional Qualifications e.g. Level 4 Diploma in Financial Planning (if you wish to do so).
Duties Include:

• Show attention to detail when checking client applications for accuracy and identification of errors and omissions.
• Creating covering letters and forwarding client application details to the appropriate provider.
• Sending Acknowledgement Letters to clients detailing plan details and fees.
• Inputting application details into Intelligent Office and adding fees charged.
• Chasing overdue/outstanding items with 3rd party providers and closing diary entries once complete.
• Opening and sorting of incoming mail, and processing of outgoing mail.
• Dealing with team post.
• Enthusiastic and can do attitude.
• Strong IT skills in core Microsoft Office systems.
• Liaising with clients and providers by telephone, email or written correspondence.
• Checking the accuracy of on-line and paper annual statements and contract notes (updating units on Intelligent Office).
• Processing condolence letters in accordance with the Death of Client procedure, which includes writing to product providers to obtain valuations.
• Developing and maintaining good relationships with a range of individuals.
• Prioritising workloads to ensure all activities are completed quickly, in a compliant fashion and at a high standard.
• Any other duties that are reasonably required.

An Ideal Candidate will have:

• Proven experience working in an IFA Administrator role.
• Good interpersonal skills and experience working face to face with Clients.
• Good organisational skills and a professional attitude.
• Understanding of industry regulations.

If this sounds of interest, please contact Rebecca Hunt on 0161 833 2033 or by email on as soon as possible to be sure to not miss out on this opportunity.

Similar jobs