IFA Administrator
United Kingdom
Full Time
1 week ago
No Sponsorship
Key skills
CommunicationProblem Solving
About this role
Role Overview
- Provide key support to Financial Advisers and Consultants
- Enable the delivery of financial and product advice to clients in line with FCA regulations and internal company procedures
- Prepare for client reviews by ensuring all client and plan information is up to date on IO
- Request and upload plan information from the respective providers
- Validate all funds held within IO and check income expectations on clients' plans
- Collate cost and charge information for plans held by clients
- Produce client valuation reports and create 'OneNote packs' requested by advisers
- Support new business processing and application submission
- Interact frequently with advisers and client support to deliver excellent customer service
Requirements
- A minimum 12 month's IFA administration experience, supporting an advisor
- Previous regulatory or financial industry experience is desirable
- Good written and oral communication skills.
- Methodical and organised.
- Computer literate
- Accurate with good attention to detail.
- Problem solving.
- Knowledge of the advice process
- True collaborator, takes initiative, curious
- A desire to learn and develop and step out of comfort zone
Benefits
- Competitive salary
- Private Medical Insurance post probation
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
- 25 days Annual Leave (plus buy and sell up to 5 days)
- Office Christmas close (3-days)
- Life Assurance
- Health cash plan
- Discretionary performance related bonus
- Employee Assistance Programme
- Lunch and snacks provided in the Bristol office.
- And lots of flexible benefits to choose from!