IFA Administrator

Location
Plymouth, Devon
Salary
Competitive
Posted
18 Mar 2024
Closes
15 Apr 2024
Contract Type
Permanent
Hours
Full Time

We are looking to recruit an IFA Administrator to complement our existing support team based at Park House. The successful candidate will work closely with existing Paraplanners and Financial Advisers, providing them with full support.

Experience is not necessary as full training and support will be provided.

Responsibilities

  • Maintenance of client records on the back-office system (currently Intelligent Office)
  • Maintenance of client records on our document storage system
  • Preparation of client review packs
  • Completion, submission and follow up of applications, ensuring new business cases are processed in a compliant manner
  • Liaising with both clients and third parties
  • Ordering quotes and requesting policy details
  • Submitting and processing surrender requests, death claims etc
  • General administrative support including scanning, photocopying, letter writing and other applicable duties

Knowledge, Skills, Experience

  • Demonstrate practical awareness and basic knowledge of retail financial products and current regulatory expectations
  • Analytical in solving tasks with a keen attention for detail
  • Possess excellent organisational and time management skills with an ability to prioritise and work under pressure 
  • Deliver effective and positive communication
  • Demonstrate competent use of IT including Microsoft Word, Excel & Outlook
  • Demonstrate a professional attitude & behaviour
  • Desire to complete tasks to the highest standards and in a timely fashion, taking ownership and accountability for own actions
  • Demonstrate a positive and proactive approach to work with a desire to help and support the team
  • Calm and considered outlook in approach to problem solving
  • Demonstrate an ability to multitask

This position is office based, working Monday to Thursday 8.00 am to 4.00 pm and Fridays 8.00am to 1.00pm.