Job Information

Financial Services / IFA Administrator Vacancy : Sheffield- £20,000 - £23,000 plus benefits including generous pension and free on-site parking.

I am working with a reputable Independent Financial Planning firm in Sheffield and we are recruiting for a Financial Planning / IFA Administrator (x2).

This is an excellent opportunity for an enthusiastic IFA Administrator to join a reputable firm which supports development, progression and growth.

You will be situated within a team of experienced Financial Advisers and will help provide full financial planning administration support.

Duties will include but will not be limited to;

• Handling incoming telephone calls.
• Dealing effectively both face to face and remotely (phone, email etc.) with all clients and persons/organisations
• Maintaining database and journal system, the key to all our administration and financial controls. These systems contain all client personal data, client contract records, the company`s accounting mechanisms and payment systems.
• Develop a complete working familiarity with the external platforms so that you can prepare fast and accurate research, quotations and documentation.
• Making up new client files with all appropriate documentation.
• Ensuring that all client records and files are complete and compliant.
• Keeping all records and filing up to date, both paper and electronic.
• Dealing with all incoming and outgoing post.
• Developing a good working familiarity with our computer systems and printer so that you can perform routine maintenance tasks.
• Adhering to the diary/journal system and progress-chase all cases.
• Preparing letters using the templates provided and other letters as necessary on your own initiative.
• Contribute original thought to the business. We pay people to think and to have and use initiative. We don`t think we know everything. If you think you`ve got a good idea about how we should be doing something better or whatever, don`t be shy : tell us.

The person:
We intensively train all staff, but it is essential that you:

• Have a positive upbeat mental attitude.
• Are Self-motivated and proactive.
• Are able to work well in a high-pressure environment.
• Have initiative.
• Have an enquiring mind.
• Have good inter-personal skills to deal with clients, suppliers and other staff.
• Are a problem-solver and a work-doer, not a buck-passer!
• Are flexible.

The benefits

• Competitive starting salary
• Full training and development
• Generous pension
• Support towards Financial qualification such as DipPFS or CeMAP qualifications
• FREE PARKING

The successful Financial Services / IFA Administrator must have either provided similar support within a Financial Services environment, or will have administration experience within a relevant Product Provider environment.

For further information please contact me on the number provided or submit your CV NOW!