IFA Administrator, Leicester (JR1840)

Our client is a well-established Financial Services business based in the East Midlands. The company seek an IFA Administrator to join the firm, where you will get a competitive salary, employee benefits and the opportunity to further develop your career within the Financial Planning industry.

• Provide client valuations on request.
• Export IT data from one system to another and assist with mail merges.
• Take individual projects from consultants and work independently on them.
• General filing and post duties.
• Maintain accurate client information on the system (Back Office system and websites).
• Produce correspondence to clients in an efficient and professional manner.
• New business process – online submissions.
• Liaise with consultant and paraplanners and provide administrative support for their roles.
• Reception duties – answering calls.
• Maintain a full and efficient diary system whilst monitor own workflow and prioritisation of outstanding work.  
• Fully and accurately recording telephone conversations and maintain spreadsheet records.
• Administration duties e.g. photocopying, post, maintain paper and electronic filing systems
• Maintain an understanding of current financial planning legislation.
• Ensure compliance with HMRC, legislative and internal procedures as well as FCA regulations, Anti Money Laundering requirements, TCF and Data Protection issues.
• Communicating with clients, financial advisors, solicitors, accountants, H M Revenue & Customs, fund managers, insurance companies and other professional connections by letter, telephone, e-mail and fax. 

• 2 years’ experience industry Financial Planning 
• Good personal organisational skills with the ability to prioritise your own workload.
• Proactive, enthusiastic, driven.
• Analytical with good attention to detail.
• Works well under pressure.
• Good communication skills.