My client is an Independent Financial Advisory firm based in Sheffield providing financial solutions that are tailored to their clients' needs.
We are urgently seeking an IFA Administrator to join the existing Administrative teams. You will be responsible for supporting both the Directors and the Advisors of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties, and internal stakeholders.
Specifically, you will:
1. Process and monitor all new business applications for both Directors and Financial Advisors, liaising with clients and product providers.
2. Maintain a strict diary system for all cases submitted and provide regular updates on cases and their development.
3. Ensure that all files are compliant with regards to AML (Anti-money Laundering) requirements.
4. Provide support to Directors and Advisors with regards to client valuations, key client reviews, collation/completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning, and taking calls from both product providers and clients.
We would ideally be seeking someone with 2-3+ years of experience working within an Administrative role within Financial Services, who would be happy working in an Administrative role. It would be to your advantage if you have any knowledge or understanding of investments, pensions, life assurance, permanent health insurance, and personal tax. It would also be beneficial if you have started any studies related to Financial Advice or Financial Planning, although this would not be necessary if the potential candidate has the right experience.
Job Info
Job Title: IFA Administrator
Company: CV-Library
Location: Sheffield, South Yorkshire
Posted: [Date]
Closes: Jan 9th 2025
Sector: [Sector]
Contract: Permanent
Hours: Full Time
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