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Ifa Administrator

Location: HARROGATE, NORTH YORKSHIRE, UNITED KINGDOM Salary: 20,000.00-25,000.00 GBP (UK Pounds) Per annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: about 1 month ago Reference: X3-263811

IFA Administrator
Harrogate
Full time, Permanent
£20,000 - £25,000

REED Harrogate are recruiting for a local practice of Independent Financial Advisors based in central Harrogate. This role would involve working in a small business environment. The responsibilities of the post are broad. They encompass these essential daily tasks; managing the telephone, post and generic email; entering and maintaining the accuracy of client data in the Client Relationship Management (CRM) software; and, assisting the Advisers preparing for and documenting client appointments and financial advice services.

The role would involve:
• Act in a professional manner with staff, business associates and clients
• Build excellent working relationships with company staff
• Build rapport with existing and prospective clients
• Keep abreast of changes to and comply with relevant Financial Conduct Authority regulations
• Answer the main telephone, answer queries, forward calls or take messages as appropriate
• Receive, distribute or scan and electronically file incoming post
• Processing all new business across private (and some corporate) advice
• Obtaining quotations
• Valuations
• Liaison with product providers, consultants and clients and handling all on going servicing queries
• Establishing and maintaining files and records – data management to operate the company's CRM and workflow management (WFM) systems
• Strive to ensure the completeness and accuracy of data added to the CRM systems
• To assist the Advisers in preparation for client meetings, and documenting Financial Advice Services provided, excluding any aspects of analysis, research, and recommendations that are the specific responsibility of the Advisers
• Attend training and development courses deemed appropriate by the Director including training relating to any CRM software, and the compliance requirements of the FCA

About you:
• The ability to develop rapport with the staff, existing and potential clients, in person and on the telephone
• The ability to work effectively as part of a team
• Attention to detail and an appreciation of the importance of data accuracy
• Experience of CRM software (Intelligent Office, Dynamic Planner)
• Working knowledge of MS Word/Excel or equivalent
• Appropriate Professional Qualifications
• An understanding of the Financial Conduct Authority's compliance requirements

If this role is of interest please do not hesitate in applying!

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