Our client is a very well respected Chartered Financial Planning firm in Alderley Edge, they are currently recruiting an experienced IFA Administrator to deal with day-to-day administration involved in servicing clients and writing new business.
A large and very important part of this role is to ensure that electronic records are immaculate and up to date, which allows our client to deliver a first-class financial planning service to clients.
The IFA Administrator will work closely with a financial planner and paraplanner to service a defined client bank.
Principal Accountabilities / Main Responsibilities
- Ensure that all company processes are adhered to.
- Ensure that all communications are recorded and indexed in the document management system (SharePoint)
- Ensure immaculate and up-to-date records on the back-office system (Curo)
- Manage and maintain a task list within Curo and Outlook. Thorough notes added to track progress.
- New business processing, completing forms and submitting to financial product providers.
- Producing valuations
- Production of Annual Planning Meeting (APM) preparation pack.
- General administration and processing.
- Ask if not certain about anything – accuracy is crucial, so it’s better to take more time
Knowledge & experience Ability to demonstrate ownership & independence in previous roles Ability to manage own workload and prioritise work effectively Experience of Curo and SharePoint desirable Experience of dealing with demanding clients. Administration experience
Skills
- Ability to read, digest, assimilate information and prioritise
- Eye for detail and accuracy Excellent verbal and written communication skills Monitoring, evaluating, and reporting
- Excellent IT skills, particularly Outlook, Word & Excel
- Able to work within a defined business process
- Able to work under pressure on occasions to achieve deadlines whilst ensuring quality of work remains at the highest standard
- Act honestly and with integrity in accordance with the legal and business requirements as set out by the Company
- Work within the limits of your current competence and know when to request
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