Administrator - IFA Firm
Job Type: Permanent / Full Time
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
§ Attention to detail
§ Good at building relationships
SALARY & BENEFITS
§ 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