IFA Technical Administrator
- Recruiter
- Financial Careers Ltd
- Location
- Chippenham
- Salary
- 25000.00 - 30000.00 GBP Annual
- Posted
- 12 Jun 2021
- Closes
- 18 Jun 2021
- Sectors
- Admin, Secretarial & PA
- Contract Type
- Permanent
- Hours
- Full Time
Our client is a young, dynamic and wholly independent company built upon core values of honesty, integrity and a client focused service. They have invested heavily in state-of-the-art technology to aid them with research, due diligence, cash flow modelling and risk assessment analysis. This is important as they want to be certain that any recommendations that they present are the most appropriate for their clients' individual circumstances.
They are now seeking to appoint an experienced and technically competent IFA Adminstrator.
Key duties of the role include:
- Administration support to the financial advisers and practice principle.
- Processing of new business.
- Accurately updating and maintaining information on back-office systems, ensuring all compliance requirements are met.
- Tracking the progress of business with lenders and providers, obtaining updates when required.
- Providing exceptional levels of customer service.
- Communicating with different teams to deliver an efficient workflow.
- The key skills and experience we are looking for are:
- Extensive experience and knowledge in all aspects of financial services administration.
- An excellent understanding of pensions, investments, and protection products.
- Relevant financial services qualifications would be preferred.
- A keen eye for detail.
- Strong time management and prioritisation skills.
- Excellent organisational skills with the ability to multitask and manage workloads.
- Hard-working and enthusiastic.
- Excellent IT skills and familiarisation with Microsoft Office.
- Excellent communication skills and a professional telephone manner.
- Ability to work under pressure.
- Ability to work as part of a team.
In return there is a highly competitive salary C GBP25-27,000 and a competitive employee benefits package. 20 days holiday + bank holidays and 2 weeks at Xmas! The client is prepared to consider some flexible or part time working. If you meet the above requirements please do send us your CV today