Job Details
IFA Administrator
Sector:Financial Services
Region : Greater London
Location: Bushey
Salary: up to £30,000
Job Ref.: CL1506IFAWT
Job Information
Our client based in Bushey requires an additional IFA Administrator to support the team of Financial Advisors.To provide business support to the Financial Advisors, working within the agreed business objectives
To provide shadow support as required
To maintain the highest possible ethical and professional standards at all times
Administrator
To assist with non-advisory administration , plus provide administrative support
Current and detailed knowledge of intermediary market in financial services
Ad hoc admin duties to include mail shots, general correspondence
Preparing research, agendas and paperwork for client review meetings
Administrative support to encompass the processing of research, new business and client valuations
To act as a liaison point for clients and providers
To maintain and update client information
To provide ad-hoc shadow support for the office
Personal Attributes
Organised, being able to work on your own initiative
To be able to prioritise your own workloads, plus that of the Adviser
Proactive, with an ability to multi-task
Excellent communication skills and a team player
Professional, responsible and courteous manner, alongside discretion in handling confidential information is paramount
Qualification requirements and Experience
Good working knowledge of Microsoft Office & Outlook
Knowledge of Financial Services Software would be an advantage
Have at least 2 years relevant experience within Financial Services, plus experience within report writing