Administrator

A multi award winning company, where the company culture is grounded in teamwork and team spirit. It has a great reputation where people stay and thrive, feeling valued and heard – they positively encourage internal progression and will cover exam costs.  Their company focus is putting clients’ needs first; the team working together and with their clients to deliver the very best outcomes and highest standards of client care.

Does this describe you?

• Recent proven 2 to 3 years’ experience working within an IFA or Wealth Management company providing administrative support for an IFA, and a good understand of the financial planning process
• Experience in processing Letters of Authority (LOA), Withdrawals, pension and ISA contributions business
• Solid computer skills and a good ability and willingness to learn new software, with Intelligence Office (IO) experience preferred
• Experience of platforms such as Abrdn, Quilter, Aviva, Transact and AJ Bell
• Thrives on working in a fast-paced environment, a team player but confident in working independently, and organising your workload
• Pro-active in identifying issues for escalation and able to prioritise effectively
• Excellent communication and interpersonal skills
• A clear and concise communicator both orally and in writing, and able to deal with individuals at all levels
• Articulate with good report writing skills

In this role, you will be:

• Liaising with Financial Advisers and clients, providing a full range of administrative support
• Liaising with clients on the telephone, answering incoming calls and taking messages, and managing client emails
• Assisting the IFAs in the preparation and collation of documents and information in readiness for client meetings
• Liaising with product providers and other third parties
• Emailing communications, updating both client files, and the database 
• Preparing Annual Client Review Reports
• Obtaining Fund Values and the preparation of compliance/provider documents and any ad hoc projects
• Obtaining quotes, information, illustrations and product details for analysis purposes

This really is a fantastic opportunity for an ambitious, dynamic and motivated individual. You will be joining an exciting and growing and award-winning Wealth Management IFA Firm who can offer job security, a competitive remuneration and an excellent benefits package, along with a welcoming and friendly working environment.