IFA Administrator, Brighton (CR-1295)

We are representing an award-winning Chartered Financial Services firm based in Brighton who are looking to bring on an IFA Administrator to join their growing and dynamic team.

To the purpose of the role is to provide administration support for Chartered Financial Advisers.  The role will include processing applications, servicing clients and supporting IFAs.  

 

• Dealing with post, scanning, photocopying, filing and emails 

• Taking telephone enquiries and making appointments for advisers 

• Receiving visitors 

• Set up new contracts & process applications in line with FCA regulations

• Prepare and send letters of authority and obtaining policy information for research

• Input and update client data and manage daily activities on Enable (internal CRM system)

• Prepare business packs for Advisors 

• Upload and submit compliance documentation

• Mail Merges eg ISA allowance letters / transfer letters to clients joining 

• Other general admin duties as and when required 

• Submitting business 

• Report Binding

• Spreadsheets 

• Annual Client Reviews 

• Updating client valuations

• Inputting risk questionnaires

• Generating client reports and binding them for presentation 

• Diarising annual reviews and making appointments 

 

• Minimum of 12 months Administration experience within Financial services  

• Experience of Fact Find and Risk profiles would be advantageous 

• R01, FA1, FA2 Qualified, or looking to qualify an advantage  

• Excellent attention to detail, accuracy and organisational skills  

• Good telephone manner 

• Good excel skills 

• Motivated

• Able to use initiative

• Willing to learn

• Team player

• Relevant experience with external software/tools, such as FE Analytics, Provider platforms and systems, Assureweb, Cash Calc or similar.

   

 

• 22 days + bank holiday, rising 1 day per years’ service for the first 3 years

• 5% pension matched up to 5%

• Private Health Care

• Critical Illness x 2

• DIS x 4

• Long term disability cover

• Access to a Well Being hub

• Cycle to work scheme