ifa administrator
Responsibility
- lewis’ is a well-established and growing firm that is looking for a motivated, diligent, and experienced Administrator to join their team
- assisting the Financial Advisers with all aspects of Financial Services Administration. Using electronic database
- being part of the administration team providing support to both our clients and advisers
Show more +17 - dealing with client or provider queries promptly via telephone and email
- learning our electronic back-office database
- update and maintain back-office systems and client files
- assisting with client or provider queries
- within this role you will join the team assisting the The Lewis Workplace Pension Trust Line Manager to provide support to the Financial Advisers and Paraplanners to deliver a high standard of service
- process and deal with new business to internal SLA deadlines
- updating and maintaining back-office systems and client records
- processing changes and amendments to client pension investment choices
- processing client investment instructions to our internal service level deadlines
- deal with all incoming and outgoing post and wherever necessary in the general administrative functions needed to further the company’s development
- dealing with incoming and outgoing post
- liaise with Clients, Providers, and Advisers
- documenting accurate and timely records of all communication with clients and product providers
- process post meeting pack and update information
- keep accurate and timely records of all communication with clients and product providers
- general administrative duties
- in the absence of the receptionist to provide reception cover welcoming clients and visitors to the office
Requirements
- previous Pension Administration experience within an IFA is desirable
- understanding of financial planning process and products would be advantageous
Salary in other companies in the position ifa administrator
| FUSION CONSULTING | 2708 £ | 2361 £ 2708 £ |
| PLACING FACES | 2625 £ | 2361 £ 2708 £ |
| JANE DEANE RECRUITMENT | 2500 £ | 2361 £ 2708 £ |
| RECRUITMENT CIRCLE | 2500 £ | 2361 £ 2708 £ |
| ENABLE SALES RECRUITMENT | 2500 £ | 2361 £ 2708 £ |
| KAMRO | 2500 £ | 2361 £ 2708 £ |
| SPECIALIST RECRUITMENT | 2433 £ | 2361 £ 2708 £ |
| IN2 PLANNING | 2400 £ | 2361 £ 2708 £ |
| RECRUIT UK | 2375 £ | 2361 £ 2708 £ |
| FINANCIAL CAREERS | 2361 £ | 2361 £ 2708 £ |