Location
Preston
Salary £28000 - £30000 TypePermanent WorkplaceOn-Site Ref87357
Recruiter Managing This Role
IFA Administrator
Up to £30,000
Lancashire
Responsibilities
1. To provide administrative support to the Directors/IFAs which will include diary management, meeting preparation, preparing client reports, client reviews and the resulting activity management.
2. Where necessary, greet clients and organise refreshments for client meetings.
3. Complete and process paper based and online new business applications, ensuring activity entries are accurately maintained to track business end-to end.
4. Prepare research material in support of advice reports from various online systems i.e. fund factsheets, sector benchmarking and sourcing/preparing relevant charting/graphs.
5. Accurately maintain required systems, in particular the Intelliflo back-office database and automated document filing system.
6. Process Letters of Authority and ensure all relevant information is accurately collated, logged and delivered to the IFA in a timely manner.
7. Assist with fee and income reconciliations and where required provide assistance with the control around the company aged debt.
Requirements
8. Previous experience of working within the financial services industry is essential, ideally a minimum of 2 years.
9. A good understanding of the range of Whole of Market wrappers and products available, with knowledge and experience in using 3 rd party platforms and online systems being a requirement.
10. Can work equally as effective, both on their own and within a small team and displays a positive, proactive can-do attitude with the ability to work to deadlines.
11. Ability to prioritise own workload. Knowledge of Microsoft Office products is essential.
12. Excellent verbal and written communication skills along with the ability to communicate well at all levels. Excellent interpersonal skills in handling colleagues and customers alike. Excellent telephone manner being a key requirement.
13. Capable of taking responsibility for own work and actions and can show initiative and resourcefulness.