Bridgend
Job Role: IFA Administrator Part time
Salary: £15,000 – £18,000 depending on experience
Location: Cardiff
Relevant Skills and Knowledge
* Confident and excellent IT skills with knowledge of Microsoft systems
* Positive letter writing skills and administration
* Good organisation skills
* Excellent attention to detail
* Good knowledge of the companies record keeping requirements
* Excellent written and verbal communication skills
* Have the ability to listen and interpret information
Responsibilities
* To understand and be an excellent communicator with colleagues and clients.
* Comply within Financial Services regulations and FCA rules
* Comply within the compliance legislations
* Unsure all client files and kept up to date at all times
* Develop relationships with existing clients and new clients.
Specific Responsibilities
* Dealing with the general enquires from clients and third parties to ensure the service is always being carried out at the highest standard.
* To ensure that client paperwork is kept up to date.
* To prepare all of the client meeting packs including updating the LFC on the return of the clients information.
* Managing the Client portal, upload documentation and maintain compliance.
* To help assist the Financial advisers with any admin required in preparation for meetings.
To ensure all supporting documentation in maintained as per the companies procedure.
What next?
If you are an experienced Administrator looking for a fulfilling career opportunity in the financial services industry, we invite you to apply.
If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.