IFA Administrator - Guildford
Our client is seeking an Administrator to join its team of leading Advisers and Paraplanners. The position presents an opportunity to join a dynamic company offering excellent benefits after satisfactory completion of probation period.
Job Description:
- Provide a high-quality service to clients and make sure that client queries are dealt with in a timely, professional, and friendly manner
- Manage workflow using an Intelliflo task system
- Process and submit New Business (Pension / Investments / Life), ensuring compliance checklists are complete.
- Process top ups, fund switches and withdrawals
- Check and complete investment transactions
- Manage and finalise client documentation
- Process LOAs and input the policy information
- Assist with preparation of templated letters
- Liaise with providers and other 3rd parties, to obtain any information that may be needed
- Obtain information and prepare Annual Reviews
- Ensure back-office system is up to date
- Keep up to date with FCA regulations and internal policies and procedures
- Support and work closely with team members
- Welcome clients, and cover reception and post where necessary
Skills/Experience:
- Previous experience within a financial advisory organisation.
- Professional communication manner, both written and verbally
- Proactive manner
- Investment and pension knowledge is desired but not essential.
- Any Financial Services qualifications are desired but not essential.
This will be an office-based position in Guildford.
Please email your CV to josie@artemisrecruitment.co.uk to register interest.
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