Administrator - IFA Firm

An exciting opportunity has just been created for an administrator to join a national financial advisory firm at their Fleet location.

Experience of working in financial services is preferred, but administrators from other industries will be considered.

KEY RESPONSIBILITIES AND ACCOUNTABILITIES

General Administration – supporting Paraplanners and Advisers with general administration, such as printing, filing and gathering information (from providers and clients).

Post handling – opening post, scanning and distributing as required.

Valuations – using back-office and online systems to provide periodic valuations for clients.

Liaising with Providers – various activities including valuations, new business, information and general administration.

Back Office systems – using a range of office systems to support the business and client records.

Record Keeping – ensuring that client records are kept up to date.

Annual Reviews – support to Advisers and Paraplanners in preparing client annual reviews.

Filing – electronic and paper files maintained correctly.

New Investments/Pensions – processing new applications/cheques/online payments etc.

New Insurance Policies – processing new applications/cheques/online payments etc.

Withdrawals – processing paper and electronic withdrawal instructions and updating records.

Compliance – adherence to compliance guidelines.

Fee reconciliation – checking that fee payments due are received and allocating appropriately.

Client meetings – greeting clients, providing refreshments and supporting Advisers as required.

THE IDEAL PERSON

§ Financial Services administrative experience in a fast-paced business would be an advantage

§ Proactive

§ Attention to detail

§ Flexible

§ Good at building relationships

SALARY & BENEFITS

§ £Competitive

§ 25 days’ holiday plus bank holidays

§ Additional day holiday for your birthday

§ Enhanced Maternity, Paternity & Adoption Policy

§ Death in Service, 4 x salary

§ Opportunity to purchase additional annual leave up to 5 days

§ Auto enrolment – Royal London pension scheme – Employee 5%, Employer 4%

§ Ride to Work Scheme

§ Corporate Eye Care Scheme – Specsavers