IFA Technical Administrator

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.

• This is a full-time position, 37.5 hours per week, 9 am 5 pm, (30 minutes unpaid lunch break), Monday to Friday.

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