IFA Administrator

Benefits:

Hours: 9am-5pm (37.5 hours) office based (some flexibility with start/finish times)

Holidays: 28 days, (4 days kept for Christmas) plus stats

Pension

DIS

Annual bonus and salary review

Various Company expensed events during the year

Study days and full exam funding, including study material, if desired

Free parking

Role:

Due to ongoing growth, our client, an established Chartered Financial Planning firm based on the outskirts of Durham, is looking to recruit a new Administrator to add to the team and help them continue to provide the highest possible level of service, to new and existing clients. Think old fashioned standards, coupled with modern technology and efficiencies. This is a full-time, office-based role, with some flexibility with start/finish times.

You'll work with other members of the Administration and Financial Planning teams, ensuring that tasks are completed in an accurate and timely manner, following processes to ensure compliance at all times.

Responsibilities:-

• Ensure completed applications are correct submit new business
• Monitor applications and deal with providers through to completion and payment of fees
• Deal with follow on work such as investing monies, payment of pension benefits i.e. moving clients into drawdown
• Ad-hoc withdrawals from pensions and investments
• Updating and maintaining a back-office system
• To liaise and book appointments with existing and potential clients, maintaining a diary system for new business and annual reviews
• To issue letters of authority, monitor and deal with responses
• Obtain illustrations for new business across a range of products and providers
• Collating and pre-completing paperwork for client applications in a timely manner
• Prepare client valuations and any necessary paperwork for client review; deal with any recommendations such as crystallisations, payment of benefits, fund switches, etc
• Deal with both incoming and outgoing post; maintain an electronic filing system ensuring records are up-to-date and accurate
• Respond to general client queries, as required

Candidate Requirements:

Solid experience of working for a financial advice firm processing both new and existing business

Possess a good understanding of financial products, especially pensions

Must be able to process pension switches, transfers and pensions into drawdown

Must have excellent written and oral interpersonal skills; the ability to communicate effectively with colleagues, clients, potential clients and providers

Must be client focused, detail orientated and conscientious with the ability to demonstrate a methodical, organised, flexible approach to work

Able to adhere to set deadlines with the ability to work under pressure while managing multiple responsibilities and maintaining a high level of confidentiality and discretion

Proficient in the use of IT systems and packages, in particular Microsoft Office, Intelliflo would be desirable