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IFA Administrator
☞ North Oak Recruitment Limited
View: 111
Update day: 01-06-2024
Location: Coalville East Midlands
Category: IT - Software
Industry: Financial Services
Position: Associate
Job type: Full-time
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Job content
Are you looking for a career change, would you like to transfer your existing professional skills and experience into a fast paced, customer focussed industry and gain further professional industry qualifications? Then a career in Wealth Management could be for you…Client Relationship Manager /IFA AdministratorSouth Leicestershire (Hybrid) (Our Ref AL1170) - part home working after trainingSalary dependant upon level of relevant experience, range £22,000 - £28,000 paMy client is an established nationwide IFA, with over 40 locations nationwide. They now have an exciting opportunity for an individual to join their South Leicestershire based team.As a Client Relationship Manager you’re a key member of the team. You need to be a people person and a first-class administrator to excel in this role. You have daily contact with clients, advisers and colleagues. First and foremost, this is a client-centric business, that really believes in client advocacy and you play a big part in achieving that. This is an ideal opportunity for someone wanting to develop their career in Financial Services, whether early on in their career or part of a career change. You may wish to progress your career into becoming a Financial Advisor - the door is open!Key Responsibilities- Review Planning - the scheduling, planning and organising client reviews in partnership with the Financial Planner.
- Meeting Preparation - preparing all pre-meeting requirements such as portfolio valuations and performance, Fact Find documentation, money laundering requirements, risk questionnaires, etc.
- Post-meeting Administration - preparing, writing and producing client reports
- Implementing Adviser specific actions that result from Advice given to the client -for instance fund switches and new business.
- Fully understand and follow compliance procedures.
- General office administration and client servicing support as required
- Day to day contact with clients, providers and head office staff on a wide range of topics
- Able to work within defined business processes
- Prioritise and plan own workload
- Have attention to detail and accuracy
- Be able to communicate effectively with colleagues and clients
- Excellent interpersonal skills, both written and verbal
- Ability to focus and prioritise effectively
- Able to achieve agreed outcomes without supervision
- Good IT skills being fully competent with MS Office suite of products
- Ability to acquire update and apply new skills and knowledge
- Set own goals and want to deliver agreed targets
- The aptitude to quickly build rapport
- Experience of Financial Services administration would be an advantage, but not essential.
- Comprehensive on the job training, support and mentoring will be provided.
- Training and support towards industry recognised qualifications is available.
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Deadline: 16-07-2024
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