Financial services administrator within ifa Work, Jobs in Rayleigh, Eng (with Salaries)

Financial Services Administrator within IFA Firm
Eden IFA Ltd —Rayleigh
- £25,000 - £35,000 a year
- Full-time
- Customer service
- Microsoft Office
- Organisational skills
Quick apply
Financial Services Administrator within IFA Firm - Senior
Eden IFA Ltd —Rayleigh
- £30,000 - £35,000 a year
- Full-time
- Customer service
- Microsoft Office
- Organisational skills
Quick apply
Experienced IFA Administrator
HarperLees Financial Planning —Ingatestone
- £28,000 - £34,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
- Work from home
Quick apply
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Financial Services Administrator within IFA Firm

Eden IFA Ltd
Rayleigh

Quick apply

Job details

Permanent | Full-time
£25,000 - £35,000 a year

Benefits

Additional leave
On-site parking

Qualifications

Financial planning
Customer service
Microsoft Office
Organisational skills
Financial services
Communication skills

Full job description

**** EXPERIENCE WORKING FOR AN IFA IS ESSENTIAL ****

Hours· Full time

RESPONSIBILITIES

Member of Support team
Handle incoming calls/emails in a professional and efficient manner
Manage all customer queries efficiently and liaise with Financial Advisers.
Monitor and manage iO task lists and to do lists.
Make appointments using iO diary system
Prepare for all annual review meetings ensuring none are missed
Work with the Advisers to ensure timely completion of work.
Assist Advisers to ensure that all customers are receiving the service they are paying for and expect
Help clients to register for, navigate and update access to their Wrap platforms
Managed outstanding tasks and keep the Advisers & Client regularly updated on the progress of outstanding cases and dealing with any queries and chasing outstanding items.
Produce letters, tables and charts as required – Knowledge of MS Office.
Action information requests and produce valuations.
Effectively use and update the Intelliflo back office system accurately and efficiently.
Collate and pre-populate New Business / Servicing forms and applications
Process all new business / top-ups / switches etc ensuring all transactions are tracked through to completion
Update all relevant filing systems to the specified standard of the business
Create and update client platform account records
Assist with office house-keeping, all related admin and ad hoc work as required

IDEAL CANDIDATE

Wil have previous experience of working within a similar role
Strong interpersonal, communication and customer service skills
Excellent prioritisation, planning and organisational skills
Excellent accuracy and attention to detail
Ability to work on own initiative
Excellent telephone manner
Proven high level of customer service

WHAT TO EXPECT

Relaxed but professional working environment.
Car parking available
Smart dress code appropriate for office environment
Regular support and mentoring
To work as part of a successful team with support

QUALIFICATIONS – not essential

Certificate in Financial Services - LP1/equivalent
RO1, 2 & 3 or equivalent

EXPERIENCE

Previous experience of working within an IFA
Use of in-house telephone systems
Collaborative approach to deliver results and provide support
Using Intelligent Office & other back office systems like Ateb & O&M
Using Standard Life & Aviva Wrap Platforms

KNOWLEDGE

Knowledge of Intelliflo system would be a benefit
Up to date general industry knowledge
Familiar with FCA industry regulations
GDPR knowledge

Job Types: Permanent, Full-time

Pay: £25,000.00-£35,000.00 per year

Benefits:

Additional leave
On-site parking

Application question(s):

Have worked for a Financial Advisers in the position of IFA Admin Support

Experience:

IFA Administrator: 1 year (required)

Quick apply

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financial services administrator within ifa jobs in rayleigh, eng

Financial Services Administrator within IFA Firm

Financial Services Administrator within IFA Firm - Senior

Experienced IFA Administrator

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