Job Information

I am currently recruiting for a Senior IFA Administrator to join a Chartered Financial Planners in Solihull.

You will receive a salary of £20,000 - £35,000 and clear progression opportunities.

Duties Include:

• To provide efficient administrative support to IFAs and paraplanners

• Preparation of correspondence including letters and emails
• To be a point of contact for clients, new business, life offices and members of the business
• Maintain administration systems and ensure client data is accurate and up to date
• Manage and follow up tasks promptly and efficiently, managing the diary with daily workflow
• Manage Letters of Authority (LOA requests) timely and efficiently with providers
• Booking client meetings and managing client servicing queries and calls
• Answering the phone and key client contact
• Compliance documents: Updating valuations, fund lists and ensuring literature is up to date
• Ensure appropriate documentation is scanned and attached to the relevant Client
• Ensure new business files are compliant with FCA and Company guidelines
• Pulling off spreadsheets and manipulating data
• Sending and raising invoices



Requirements:

• 1+ years` financial services experience
• System competence: Intelliflo, Financial express and Synaptics modeller are desirable

• Excellent knowledge and competence of Microsoft Word and Excel
• Strong IT skills and general administration
• Exceptional organisation skills
• A good understanding of Defined Benefit Scheme administration, Group risk administration and renewal processes would also be an advantage
• Effective organisational and planning skills
• Delivery focused, with a drive for quality throughout
• Excellent interpersonal and communication skills
• High levels of literacy and numeracy skills
• Must have a keen eye for detail.
• Able to work as a team supporting others and use own initiative with a ‘can do` ‘positive` attitude

For further information please contact me on 0161 638 8627, email Rebecca.hunt@cameron-james.co.uk