Jobs, fresher vacancy - IFA Administrator • Lytham St. Annes

Company: Bond Recruitment

Lytham St. Annes

Bond Recruitment is delighted to be recruiting an experienced IFA Administrator on behalf of our client, a well respected provider of Independent Financial Advice and Mortgages close to Lytham, Lancashire.You will be working in a small friendly administration team providing top quality administration support to the IFAs and their clients. You will be a strong team player but also able to work independently using your initiative. You must possess excellent organisational skills with the ability to work to tight deadlines and handle multiple tasks simultaneously. Being able to prioritise and manage your workload effectively is important as this is a very busy role.The Role:Dealing with adhoc queries from Advisers/Clients/ProvidersTasks to be recorded and maintained via back-office systemsMaintenance of client filesPostal activity (incoming/outgoing)New business processing (Online/Post)Loading relevant data on to back officeProcessing Letters of AuthorityValuationsLiaise with 3rd Party Providers & ParaplannersPreparing Client Meeting PacksGather quotes / illustrations / Fact Sheets / Order ProjectionsBooking Client Review Appointments & Managing IFA’s diaryPrint & Bind Client Suitability ReportsAdministration of client investment funds, constructing client portfoliosUpdate IFA & Client of progress on New Business casesMaintenance of all client policy data & associated income expectanciesProcess Client Withdrawals as and when requiredRequirementsRequirements:SkillsGood communication skills, both oral and writtenExcellent administrative skillsAccurate keyboard / data entry skillsExcellent accuracy skills and attention to detailAn excellent team player with an adaptable and flexible approach to workAbility to build and develop effective working relationships at all levelsExperienceExperience within an administration role - EssentialFinancial services industry experience – IdealExperience of working within defined service standards, policies and proceduresLongevity and proven commitment within previous employment – EssentialKnowledgeGood knowledge of Microsoft OfficeA proven track record in delivering excellent client satisfactionA good knowledge and understanding of a wide range of financial products – IdealBasic knowledge of regulatory requirements – Ideal