Description

IFA Administrator Salary £27,000 - £33,500 DOE + pension + excellent benefits

Based: Farnborough / Some hybrid

Our client, a market leading Financial Services Company provides financial advice to Private High Net Worth individuals and successful SMES. They are looking for an individual with Business Support experience gained from within the financial services industry, candidates MUST have life investment and pensions experience. You will be supporting Advisers in their day-to-day jobs.

Key Responsibilities of the role:

Support Financial Advisors with the delivery of administration support focusing on newbusiness and client servicing

Carry out end to end processing of new business cases

Update back office systems, ensure accurate client data throughout the sales process

To promote teamwork by helping colleagues and consultants to meet client service requirements

Organise and manage time to ensure delivery of SLAs to meet consultant and client expectations both in terms of timeliness and quality

Building relationships over the telephone with both Clients and Product Providers

Build relationships with internal colleagues

Operating within the companys Treating Customers Fairly Principles at all times

Candidate Requirements:

Ideal candidates will have 2-3 years experience working within Financial Services specifically for a firm of IFAs or within a wealth management company processing new business

Will have a good understanding of a range of financial service products- such as pensions, investments etc.

Will have experience of supporting IFAs / paraplanners and consultants within your current role or speaking to them on the telephone via your role

CF relevant qualifications would be desirable or a willingness to study

Excellent record keeping skills

Good organisation and time management skills

Proficient in Excel and Word

Strong communication skills and excellent team player

This is an excellent opportunity to join a market leading Business and progress your career in SalesSupport. Full training will be provided for the successful candidate on our Clients business process, workflow and back-office system.

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