IFA Administrator - Hertfordshire

Wealth Management
Ref: 548 Date Posted: Wednesday 12 May 2021
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Our client is a well known, highly rated firm of Independent Financial Advisers (IFAs), with offices across the UK.

A vacancy has now arisen at their office in Hertfordshire for an IFA Administrator. This role will suit candidates who can demonstrate good Administration and/or Customer Services experience in Financial Services/Wealth Management. The firm offers a very friendly, supportive working environment and opportunities for personal development & career progression are superb.

As IFAs, the company provides whole of market advice to its clients & therefore deals with a large number of Wealth Management product providers, so the work is very varied & interesting.

Key responsibilities include:

  • Communicating with clients via phone & email for various purposes e.g. issuing documents,  completing application forms etc.
  • Communicating via phone & email with product providers for various purposes e.g. submitting new business, issuing Letters of Authority, progress chasing applications etc.
  • Managing a diary chasing system
  • Managing the in-house back office system
  • Actioning post/emails received in the office & via Head Office
  • Scanning, filing & other general administration duties

Candidate profile:

  • Previous Administration/Customer Services experience in a Financial Services company e.g. IFA, product provider etc.
  • Well organised
  • Able to self-manage
  • Works well to deadlines
  • Ability to track work and ensure timely & efficient execution of tasks
  • Good oral & written communication skills
  • Good IT skills
  • Works well in a team, as well as on own initiative
  • Takes initiative when completing tasks

You can expect a salary of £24,000 - £26,000 per annum depending on experience plus excellent benefits package.