IFA Administrator

13 February 20202020-02-13
Godalming, Surrey
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PRIVATE CLIENT ADMINISTRATOR

Location: Gomshall, Surrey

Salary: £23-35k

Our lovely client who is well established are seeking a Client Administrator to provide comprehensive administrative support to advisers and paraplanners. 

Accountabilities:

  • Manage the administration workflow
  • Develop, consistently implement and review processes
  • Receive and implement requests from advisers and paraplanners
  • Register and utilise appropriate extranets/websites and other forms of e-business
  • Maintain up to date client records and data using our back-office database, Intelliflo
  • Maintain up to date records on our document management system, Virtual Cabinet
  • Obtain plan information from providers
  • Process and track new business applications
  • Prepare and issue Letters of Authority and track responses
  • Invoice preparation
  • Liaise with clients and providers

Skills, knowledge and experience:

  • Previous experience in an IFA environment or similar financial background is essential as is working on investment platforms
  • Some group pensions administration experience may also be useful
  • Interpersonal - team working and communicating with clients remotely
  • Proactive, willing to continue to develop, enthusiastic
  • Highly organised, methodical, disciplined and meticulous
  • Ability to prioritise
  • Computer literate – Outlook, Word, Excel
  • Excellent keyboard skills