IFA Administrator

* Ideally experience of working within financial services* Good microsoft office skills* Strong communicator and customer serviceIFA Administrator - WokinghamGBP25 - GBP28KOffice based 9-5.30Discretionary company bonus and extra time off for Christmas.Our client specialises in the financial wellbeing of clients. The team have over 20 years' experience in the Financial Planning industry, with some team members having worked their whole 50-year career in the wider finance industry. They specialise in pensions and family wealth planning. Their mission is to give all their client's financial security by offering the samehigh levels of service and giving situationally based advice, that's entirely focused upon individual needs and requirements. This is facilitated by close links with all the major pension providers such as Transact, L&G, Aegon, Standard Life, Aviva and Prudential - to name a few.As a result the aim to offer high quality advice rather than maintaining a highnumber of clients, they are able to offer a personal service, so when they pick up the phone, they know their clients by name.They are a growing company so they expect the very highest level of commitment to their clients from all of our staff.Competence and RoleWorking in collaboration with Senior Administrators and on occasion, Financial Advisers and other colleagues, you will assist with the administration of all client matters which facilitate the production of suitability reports, annual reviews and client sign ups. This will include preparing and maintaining client records, data gathering and occasionally application form preparation and submission.The role will involve promoting the company's services in a professional and FCA compliantmanner.Core Duties and Responsibilities:- Deal effectively with queries from clients and other parties through effectivecommunication.- Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties. Client communications and client related communications require to be recorded on the client's file in line with company policy in clear and intelligible English.- Collect and collate information and data about (and from) the client in accordance with the principles of 'know your client' and company policy and ensure all the required compliance documentation is present and correct.- Obtain information, quotes, illustrations and product details, and provide comparisons for analysis.- You may at times be required to assist and provide support with administrative functions, for example: new business processing, income matching, collating and providing management information and organising future planning meetings with the client on behalf of the Financial Adviser.- You will commit to continuous personal development, keeping knowledge up to date and retaining supporting records for review.Team Support/Communication- On a day-to-day basis you will work closely with Senior Administrators to plan and deliver all tasks which facilitate the success of the company.- It is important that the Financial Advisors, Paraplanners, Administrators work well together as a strong team, offering assistance to clients irrespective of whether or not the Financial Adviser is available. You may be expected to cover for colleagues who are absent.Education, Qualifications & Training Essential- Financial Services Experience is preferred.- Financial services qualifications are desirable- Technical knowledge may be validated from time to time through internal assessment.- There are a series of short compliance money laundering and basic knowledge tests, that you will be required to take.Key Skills- Basic Understanding of the Financial Planning process- Able to work within defined business processes- Ability to achieve agreed outcomes with the minimum of supervision- Detailed and accurate- Articulate- Excellent interpersonal skills, both written and verbal- Ability to multitask and prioritise effectively- Good IT skills- Ability to work independently and as part of a teamKnowledge & Experience- Experience of maintaining good working relationships in the delivery of financial advice services or similar environment- ability to assess information, make comparisons and identify critical features- Ability to acquire update and apply new skills and knowledge- Set own goals and want to deliver agreed targetsIT Skills- Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook)Personal Skills- Communication: Ability to communicate effectively both verbally and in writing, and to dealwith individuals at all levels- Team workingAbility to contribute as part of a team, and deal with individuals at all levelswithin the business- Professional integrity: The strength of character to explain a professional point while having empathy with a customer- Relations with others: The personal qualities and skills that promote open and constructive relations with colleagues and customer- Flexibility: The flexibility for and commitment to continual service development and improvement- Be able to work within defined business processes