Job Information

My client, an established IFA practice based in the city are recruiting for an experienced IFA administrator to join their team. The office is relatively small, with 7 staff, however, remains busy and has a good city buzz about it.

Provide administrative support to 3 financial advisors, which covers everything and anything to do with the administration in a small financial advisory business, such as:-

• Helping the advisors prepare for meetings
• Helping the existing team with day to day paperwork, and in particular chasing insurers
and (external) Para planners for responses using our diary system.
• Liaising with providers
• Processing new business and monitoring applications
• Processing amendments to existing plans such as fund switches
• Diary management for the advisors, in association with the Administration team who
(under the current process) book meetings for them.
• Covering administration duties when other team members are on holiday or away from
the office
• From time to time attend client meetings, taking notes and quite possibly getting
involved in the conversation (as and when confidence and experience allows, and of
course taking care never to give advice)
• Checking letters and reports prepared internally or by our Para planning company for
grammar and use of ‘plain English’ when read by our clients who are not experts in the
jargon associated with Financial Services
• Receiving visitors (we’re a small office, we all greet visitors)
• Answer the phone (we’re a small office, so everyone answers the phone too)
• Scanning and linking correspondence, taking items to the post office and general ‘day
to day’ duties that someone has to do in a small office.

The successful candidate will ideally have:

• Experience as an Financial Services Administrator
• The CII’s Award in Financial Administration, or equivalent would be advantageous, with
the ‘Pension’ option preferable to ‘Life office’.
• An advanced level of computer literacy and good knowledge of Microsoft Office
• Excellent communication skills both oral and written
• A good understanding of traditional English grammar, punctuation and ‘good old
fashioned customer service’
• Experience & useful attributes
• Demonstrated experience with Office and related programs
• Strong Investment research experience and the ability to produce valuations, process
investments and handle pension queries.
• Knowledge of WRAP platforms
• Experience with diary and people management
• Ability to multi-task and prioritise in a modern, busy office environment
• Ability to work co-operatively and effectively within the team and the organisation.
• Ability to manage multiple tasks simultaneously, solves problems, manage and meet
deadlines and maintain a high quality of work

In return the client is offering a salary to c. £32K, negotiable, plus bonus and benefits and