Location
Nottingham | United Kingdom
Job description
Nottingham Permanent £28,000 - £28,500 per year
- This is a fantastic financial services opportunity within an IFA environment.
- Amazing chance to develop and gain skills in the Financial Advice sphere.
About Our Client
This client provides financial advice and wealth management services to their clients, priding themselves on both quality and customer satisfaction. This client has a great reputation and is established, dealing with over 100,000 account holders and with such a workload, they're hoping to take on another IFA Administrator to hep out and balance the work better.
Job Description
The IFA Administrator will be required to:
- Liaise with Financial Advisers and Clients,
- Prepare and process new client documentation and amendments,
- Monitor transfers from other institutions,
- Process payments for clients,
- Collaborate with colleagues in Business Support regarding admin,
- Ensure client details and reviews are recorded on systems,
- Keep records electronically file documents,
- Adhere to Conduct Risk standards,
- Perform New Business and Account administration,
- Carry out any necessary Corporate Actions,
- Prepare client meetings,
- Produce client advice review documents,
- Ensure phone calls and emails/ client communication are efficient.
The Successful Applicant
Our client is proud to be an equal opportunity employer. They are fully committed to recruiting a diverse workforce that is inclusive of all regardless of race, religion, age, gender, sexual orientation and disability.
Applicants to the IFA Administrator position should demonstrate some of the below:
- Willingness to obtain relevant qualifications,
- Previous admin or IFA experience,
- Previous FS experience,
- Proficiency with the Microsoft Office Suite of Software,
- Attention to detail and accuracy when completing written or numerical tasks,
- Excellent written and spoken communication,
- Taking accountability for work and with ability to meet deadlines,
- Ability to prioritise and identify support is needed,
- Flexibility and reliability within the team .
- Capability to work on own initiative to achieve results,
- Collaborative and inclusive style,
- Adaptability for change quickly and easily,
- Shares company values.
What's on Offer
This is a permanent, full-time position.
Benefits package can be fully disclosed during process, but includes a great pension package, study support for qualifications and great holiday offerings.
Page Personnel is part of PageGroup. Page Personnel is a trading name of Michael Page International Recruitment Limited. Registered in England No. 04130921 Registered Office: 200 Dashwood Lang Road , Addlestone, , Surrey , KT15 2NX
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Job tags
Salary
