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Senior IFA Administrator - Marlow, Marlow
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Client:
Blakemore Recruitment
Location:
Marlow, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
d8798ccdeb94
Job Views:
8
Posted:
26.04.2025
Expiry Date:
10.06.2025
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Job Description:
We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in Marlow. They are currently looking to recruit a Senior IFA Administrator to join their team. The ideal candidate should have a good understanding of Intelligent Office.
Purpose of role
This role supports the Central Administration Team in ensuring the efficient use of Intelligent Office (IO). Responsibilities include project work related to data integrity, process development, and providing technical support to client-facing admin teams for system use.
Key Tasks:
* Opening and sorting daily post on a rota
* Sending daily post on a rota
* Answering and directing calls, taking messages
* Liaising with clients, insurance companies, and advisers via email, phone, and in person
* Building relationships with clients
* Preparing and submitting new business applications, obtaining illustrations, product literature, and fund/transfer values, and ensuring smooth transaction completion
* Maintaining client records in Iress, including new business input and updates
* Preparing valuations
* Using investment platforms for trades and managing client cash accounts
Experience and Qualifications:
The ideal candidate will have:
* 2-3+ years of experience in the independent financial services sector, in administration or operations
* 2-3+ years of experience with Intelligent Office in an IFA administration role, with strong system and data management skills
* Excellent written and visual presentation skills with high attention to detail
* Proficiency in Microsoft Office, especially Excel
* Understanding of Financial Services needs, FCA rules, and compliance
* A relevant financial qualification such as a CII Certificate level is advantageous
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