Bond Recruitment is recruiting a part-time IFA Administrator on behalf of our client, a well-established Chartered Financial Planning firm in St Helens, Merseyside. This is an office-based position where the successful candidate will provide comprehensive admin support to the financial advisers to include (but not limited to):
* Diary & email management
* Arranging appointments
* Client/third party communications by telephone and email
* Preparing letters and reports
* Activity tracking
* Managing incoming and outgoing post
* Preparing all documents for adviser meetings and ensuring client information is recorded accurately
* Processing New Business such as Investments/Pension/Protection applications
* Process Ongoing client work
* Point of contact for clients / Respond to client queries
* Responsibility for full LOA process - Contacting client for plan details, sending information to providers and following up with providers to receive full plan information
Specification:
* To work accurately and proficiently, with attention to detail.
* Be able to take and execute instructions accurately.
* Proficient in MS Office 365 and other industry related tools
* Excellent spoken and written communication skills.
* Proficient in the Intelligent Office Back Office System
* Relevant experience of working in an admin role within an Independent Financial Advisory Firm.
* Proficient in dealing with investments and pensions admin is essential
* Proficient in dealing with Platform and Provider Portals
* Ability to manage own workload, adapting and flexing to the needs of the business.
* Ability to work independency and to take initiative to be productive.
* Self-motivated with a can-do and tenacious attitude.
* Good organisation skills and efficient time management skills
* Desire, drive, and adaptable mindset to be part of a growing practice.
* Embracing Change: Responds positively to change, embracing and using new practices or values to accomplish goals and solve problems.
Experience:
* Pension & Investment administration 5 years + (required)
* Financial Planning/advice administration: 5 years + (required)