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Financial Administrator
Job Posted: an hour ago
Salary: £ 28,000 - 35,000 / Annum
Job Type: Permanent
Location: Spalding, Lincolnshire
Expire in: a month
Job Description
IFA Administrator
An exciting opportunity has arisen for a Financial Administrator to join one of the UK’s leading wealth management and financial advisory firms, based in the Spalding area. Renowned for their exceptional client service, forward-thinking approach, and long-standing reputation for excellence, this organisation continues to make an impactful difference in the lives of the individuals and businesses they support.
Finance is at the heart of every successful organisation, and this role is a key part of ensuring the smooth and effective operation of the business. We are looking to speak with applicants who can demonstrate strong commitment, genuine enthusiasm, and a proactive approach, individuals who are eager to contribute to a high-performing and respected team.
Main Responsibilities for the successful IFA Administrator:
* Comply with FCA regulation, Data Protection and Anti Money Laundering legislation.
* Prepare documentation for meetings, set up client records and gather existing plan information.
* Accurately maintain all client records with any activity undertaken.
* Action changes to clients’ policies as instructed from fund switches, withdrawals to income payments.
* Prepare application forms for different plan types (from the investment including IHT plans and offshore products to life income protection and relevant pension covers including SIPPs and SSASs) with 20+ different providers with varying requirements and processes.
* Process completed applications including trust documents and monitor progress via regular chase-ups through to successful completion.
* Update business trackers and actively maintain the client record with notes regarding all activity undertaken.
* Check adviser meeting notes and provider correspondence and use experience and knowledge to correctly identify all action required and set up accurate work tasks.
* Attend and contribute to Team and staff meetings.
* Take responsibility for managing own workload and proactive problem solving.
* Undertake personal training to maintain and develop knowledge and communicate to rest of team.
About the successful IFA Administrator:
* One to two years’ minimum experience of working in financial services
* Knowledge of the Financial industry related products/ back-office systems (Intelligent Office, iPipeline preferred)
* Excellent Communication and Costumer service skills
* Ability to work well under pressure
* Experience working large client base and different providers
* Experience in actively managing and monitoring a rolling caseload of 30 to 40 client applications and servicing requests.
* Adapt to a fast-changing environment working with Team Leader and Senior Managers as well as helping other staff
What we offer in return to the successful IFA Administrator:
* Salary negotiable ( (phone number removed) Per annum)
* Monday to Friday
* UK’s leading wealth management pension scheme
* Unrivalled career development prospects
* National Training and ability to up skill your existing skill set.
If you are passionate about the financial sector and want to be part of fantastic team, please do not hesitate to contact us for more details!
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