IFA Administrator

Would you like to join a prestigious IFA company as an IFA Administrator? You will be joining a great IFA company, based in Hertford, who are consistently in the “VouchedFor” Top Rated Guide and are very well respected. 

You will be supporting and working with a great team of Chartered Financial Planners, who are committed to providing the very best holistic financial planning service to clients.

Key Responsibilities

• To provide quality administrative and technical support to specific Financial Advisers.  This includes dealing with incoming post, paperwork, fact finds, research and preparation of client review or new business packs and the management of payment requests
• Acting as the first point of contact for any client queries and maintaining and nurturing strong professional relationships with advisers, clients and other colleagues across all areas of the business
• Liaising with Paraplanners and Financial Planners, ensuring all clients requests are dealt with in a timely manner, whilst managing client expectations, with clear and concise communication from start to finish
• To manage your own workflow, and the diary management system, holding regular 1:1 meeting with IFAs to set priorities
• Maintaining client records, ensuring all data is accurate and up to date, and that all written and verbal communication is produced with the client’s needs at the forefront
• Liaising with providers and investment platforms, ensuring client requests are actioned promptly, followed up and then escalated when necessary
• Guaranteeing all tasks are completed promptly and in a compliant manner

What We’re Looking For

• At least three years’ experience within a Financial Services IFA support role, with proven knowledge of financial products including investments, protection and pensions
• Proficient IT skills, with a good knowledge and experience of Microsoft applications and other modern platforms and a willingness to embrace virtual/digital communication methods
• A client-focused positive mindset with exceptional interpersonal skills, approachability, and professionalism – someone who thrives in a fast-paced environment
• Articulate, well-presented, with an ability to use your own initiative, taking ownerships of tasks through to a quality completion
• Highly organised, with a keen eye for details, and meticulous in everything you do
• GCSE level A-C/5-9 in English and Maths as a minimum, with relevant financial qualifications desirable

If you like nothing better than forming positive relationships in a Financial Services environment, thrive on finding effective solutions to issues, with an exceptional attention to detail and you have excellent interpersonal skills, then this is the role for you!

This is a great place to work!

Get in touch today…