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Ifa Administrator

Location: IPSWICH, SUFFOLK, UNITED KINGDOM Salary: 22,000-26,000 GBP (UK Pounds) Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: FULL TIME Applications: 1
Posted: 2 months ago Reference: X3-412126

Company
As one of the UKs largest and longest established independent financial firms, my client has built a reputation based on integrity, the quality of service they provide and the results they achieve.

The Role: Technical IFA Administrator x 2

Reporting to: Technical Administration Supervisor/ Regional Administration Manager

Location: Flexible as they want to align the person to where they have Technical Supervisors in place: Glasgow, Leeds and Ipswich


Purpose of the role
To provide high-quality administrative support to the Adviser population team in producing high-quality written advice and maintaining our exceptional client service scores.
Responsibilities You will:
• Provide high quality support to our Advisers
• 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. E.g. switch fees and funds available and charges
• Produce tables and build profiles on FE analytics
• 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

Experience You will have:
• Working towards CII level 4 qualification would be desirable
• A minimum of 3 years financial planning experience
• A proven track record in providing high quality technical administrative support
• Experience of supporting advisers in a truly holistic business
• The ability to use platforms to process new business and to create valuations
• Experience of supporting busy advisers keeping them abreast of service standards and requirements

Person Specification You will be:
• An excellent communicator – both verbal and written form
• Able to work on your own initiative and see a task through to completion
• A skilled problem-solver
• A dedicated and well-organised individual with excellent attention to detail
• Able to proactively manage your time, workload and multiple tasks on a daily basis to achieve client outcomes
• A tenacious individual who makes sure processes and compliance issues have been followed
• Able to work under pressure and meet tight deadlines and internal service standards
• A team player within a strong team ethos
• Highly skilled in the use of Microsoft Office products, Microsoft Excel

You will benefit from
• A Competitive salary
• 23 days holiday (3 to be taken at Christmas), bank holidays, the option to buy up to 10 days per year
• Defined contribution pension matched up to 5% plus a National Insurance boost
• 2 times salary death in service scheme
• Access to flexible benefits platform and voluntary benefits

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