Job Description
My client is offering an exciting opportunity to join their team as a Junior IFA Administrator.
You will have the opportunity to join an established & growing firm based in the heart of the City of London, working with some of the industry s leading Financial Advisers. We are looking for a bright, enthusiastic and proactive Junior IFA Administrator to join our diverse market leading Financial Advisory team in the City of London. You will be providing support to a range of individuals within the firm including Partners, Advisers and Administrations staff, as well as Clients.
This rewarding long-term role will enable you to build on your existing skills and knowledge, and enjoy working within a supportive and encouraging environment. This is a fantastic opportunity for someone looking to start their career. The firm offers full support with CII qualifications and progression within the firm.
Role and Responsibilities
- Pro-actively liaising with clients, advisers, providers and other members of your team to request documentation and provide progress updates.
- CRM System updates - including uploading and updating client information into our system.
- Assisting in regulatory and compliance matters
- Providing general support to senior staff and administrative team regarding cases & project work
- Sending off paperwork to providers and chasing them for updates.
- Contacting clients to request information and providing updates.
- Analysing and summarising policy information
- Welcoming clients & confirming meetings
- Sending and updating LOAs.
- Working with and adhering to company and FCA policies and procedures.
Skills, Experience and Attributes Required
- Educated to GCSE's / A Levels or Equivalent
- Some work experience within an office environment is ideal
- Excellent telephone manner and customer service skills
- Strong IT Skills and typing skills
- Experienced in Word, Excel and Outlook
- Must be able to work independently and show initiative
- Professional manner, positive attitude and well presented
- Be organised and proactive
- Have an excellent work ethic
Work Life
- Full Time
- Monday to Thursdays office based - option to work from home on a Friday
- Flexible start time
- Encouragement & support towards professional qualifications and personal development for each member of their team
- Based in prestigious London offices near the Gherkin.
- Successful team who enjoy sharing each other s success and fostering a collaborative approach
