Location
Preston
Salary
£28000 - £30000
TypePermanent
WorkplaceOn-Site
Ref87357
IFA Administrator
Up to £30,000
Lancashire
Responsibilities
- To provide administrative support to the Directors/IFAs which will include diary management, meeting preparation, preparing client reports, client reviews and the resulting activity management.
- Where necessary, greet clients and organise refreshments for client meetings.
- Complete and process paper based and online new business applications, ensuring activity entries are accurately maintained to track business end-to end.
- Prepare research material in support of advice reports from various online systems i.e. fund factsheets, sector benchmarking and sourcing/preparing relevant charting/graphs.
- Accurately maintain required systems, in particular the Intelliflo back-office database and automated document filing system.
- Process Letters of Authority and ensure all relevant information is accurately collated, logged and delivered to the IFA in a timely manner.
- Assist with fee and income reconciliations and where required provide assistance with the control around the company aged debt.
Requirements
- Previous experience of working within the financial services industry is essential, ideally a minimum of 2 years.
- A good understanding of the range of Whole of Market wrappers and products available, with knowledge and experience in using 3 rd party platforms and online systems being a requirement.
- Can work equally as effective, both on their own and within a small team and displays a positive, proactive ‘can-do’ attitude with the ability to work to deadlines.
- Ability to prioritise own workload. Knowledge of Microsoft Office products is essential.
- Excellent verbal and written communication skills along with the ability to communicate well at all levels. Excellent interpersonal skills in handling colleagues and customers alike. Excellent telephone manner being a key requirement.
- Capable of taking responsibility for own work and actions and can show initiative and resourcefulness.