senior administrator
5 the last 356 days, recently 2023-07-28
Responsibility
- to provide first class administrative support to both IFA’s and Paraplanners within the business
- build and manage client relationships, dealing with client queries and resolving effectively and independently where possible
- build and maintain strong working relationships with your Financial Planners
Show more +39 - process and manage client documentation efficiently and accurately
- provide comprehensive administrative support to IFAs, such as processing new business applications, maintaining client records, and preparing client reviews
- submitting new business, monitoring and tracking through to completion
- preparing meeting and annual suitability reviews
- ensure that communication with Clients is clear and concise helping maintain files, reviews, and documentation
- coordinate client meetings and manage advisors' calendars
- liaising the product providers and platforms
- preparing valuations
- the role itself will be working within the close-knit wealth management team and being a key part of the advice process
- compiling Applications packs
- handle administrative tasks related to pensions, trusts, and estate planning
- handle client inquiries, providing excellent customer service and addressing their needs effectively
- prepare and process client correspondence, ensuring accuracy and compliance with regulatory guidelines
- organising letters of authority and chasing client information
- liaise with product providers to ensure all applications are received, completed carrying out switches if needed
- you are able to rise from Administrator to fully fledged Adviser with this company
- processing and chasing Letters of Authority
- assist in preparing and maintaining financial reports and documents
- liaise with product providers and platforms to obtain information and resolve queries
- working with Advisers assisting with any pre and post-sale work
- produce accurate client portfolio valuations and statements using Intelligent Office
- utilise software & platforms such as IO, FE Analytics, Smart Search, Aberdeen, and Quilter
- collaborate with internal teams to ensure seamless communication and workflow
- first point of contact for clients within the firm
- handle incoming telephone calls, emails, and other forms of communication professionally and efficiently
- complete and assist with trades and portfolio rebalancing, when required
- submission of new business to various platforms
- maintain and update client databases and records securely
- maintain strict confidentiality and handle sensitive client information with utmost care
- job Title: Senior IFA Administrator
- the role is office based in the center of Altrincham, with fantastic transport links and parking available nearby
- job Title: IFA Administrator
- assist with cash management control on client accounts
- chasing through cases submitted to providers
- support compliance and regulatory requirements, adhering to industry best practices
- training and supporting junior members of staff
- capio Recruitment is working with a professional financial planning firm on an exciting opportunity for an IFA Administrator to join a practice in Sheffield
- the company I am working with are a leading Independent Financial Planning firm based in Altrincham, Cheshire and possess a fantastic reputation and great network of Clients and introducers, providing Whole of Market advice to Clients who have gained their wealth in various industries
- location: Alton
Requirements
- financial Advice
- financial Planning
- financial Services
Show more +45 - wealth Management
- financial Planners
- previous experience working in a similar position within financial planning
- previous experience in financial services administration, preferably within an IFA or wealth management environment for at least 2 years is essential
- at least 5 years’ experience in an IFA role
- experience of working within a Financial Planning firm previously is highly desirable
- R01, CF1 or equivalent is desirable
- willingness to learn and work towards industry relevant exams
- strong technical aptitude and quick adaptability to software tools
- sound technical knowledge covering pensions, investments, ISA’s, bonds, trusts and protection
- level 4 Diploma in Regulated Financial Planning or working towards desirable
- minimum 2 years of experience as an IFA Administrator or equivalent role
- experience of working within a Financial Planning or Wealth management firm is essential
- previous experience in a similar role within a financial planning or wealth management environment
- working knowledge of Intelligent Office / IO would be advantageous
- experience in providing administrative support within a Wealth Management or Financial Planning firm
- meticulous organisational skills and keen attention to detail
- proven skills of delivering high level customer service
- ability to communicate professionally and clearly whilst maintaining and developing professional relationships
- experience of using Intelliflo would be advantageous
- excellent communication skills, both written and verbal
- familiarity with financial software platforms is desirable, training available
- strong knowledge of financial products, investment platforms
- familiarity with financial products, investment platforms, and regulatory standards
- outstanding writing and verbal communications skills
- strong communication skills and comfort in client interactions
- previous experience as an IFA administrator within the financial services industry is essential
- excellent organisational skills with the ability to prioritize tasks effectively and meet deadlines
- RO1, CF1, FA1 or equivalent would be advantageous
- A professional and personable communicator who is comfortable dealing with clients
- ability to work well as a team but also manage own workloads
- effective communication skills, both written and verbal
- knowledge of financial products, investment platforms, and financial planning processes would be advantageous
- good understanding of FCA rules and compliances
- strong work ethic with an attitude to succeed
- ability to work well within a team and in an open plan office environment
- good understanding of the FCA and how a Financial services firm operates
- strong attention to detail and a good level of numerical skills
- professionalism, integrity, and a commitment to maintaining client confidentiality
- minimum 2 years experience within an independent firm
- progress towards Diploma qualification in financial planning is a plus
- strong attention to detail and accuracy in handling documentation
- outstanding attention to detail, with a commitment to maintaining accuracy in all aspects of work
- key understanding with the full range of financial products
- exceptional written and verbal communication skills, with the ability to communicate effectively with clients and colleagues
low salary - 3% lower than the average in this position
Earnings for position senior administrator
senior administrator - How much money do you make working at this position?
Average salary at company CAPIO RECRUITMENT is 2333£.
The national average salary is 2200£.
1200 £
Lowest
Lowest
2200 £
Average
Average
3200 £
Highest
Highest
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