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Financial Services IFA Administrator

  • Location: Wakefield
  • Salary: £27000 Per Annum
  • Contract hours: FullTime

Job provided by HEAT Recruitment

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About the job

Are you experienced in IFA Administration?

In this new role, you will provide an efficient private client administration support service to a team of existing advisers. You will assist advisers in the processing of new business and the servicing of existing clients, adhering to strict FCA regulations and internal policy and procedure.

Principal Accountabilities

Dealing with client queries, taking the appropriate action to ensure the query is dealt with in a timely and effective manner.

Processing of new business and documentation in accordance with the agreed service and quality standards.

Inputting data on internal systems ensuring the information is accurate and up to date.

General administration ensuring the work flows effectively.

Preparing for adviser/client appointments including obtaining quotations, illustrations.

Producing client valuations.

Dealing with adviser charge, fee and commission enquiries.

Qualifications/ Capabilities

Experience within a financial services administration role.

Professional industry qualifications desirable.

Good communication skills, both oral and written. You will be able to build strong relations with staff members and clients.

You will be confident and self assured. Display a positive approach to change, remain calm and work well under pressure.

Good knowledge of Microsoft Office.

Good planning and organisational skills, having the ability to organise and prioritise workloads.

Accuracy and attention to detail being key.

Synonyms: IFA Administrator, Wealth Administrator

If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.



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Did you know that Zoek has over 100,000 UK jobs available, your next job could be a click away! Start a new job search on Zoek!