IFA Administrator

Our established client on the outskirts of Guildford have an exciting opportunity to join their growing team as a high-level administrator with at least 2 years of financial experience with knowledge of investment administration.

Responsibilities:

• Provide a high-quality service to clients and make sure that client queries are dealt with in a timely, professional and friendly manner
• Manage workflow using workflow software
• Process and submit New Business, ensuring compliance checklists are complete.
• Process top ups, fund switches and withdrawals
• Check and complete investment transactions
• Manage and finalise client documentation
• Process policy information
• Assist with preparation of templated letters
• Liaise with providers and other 3rd parties, to obtain any information that may be needed
• Obtain information and prepare Annual Reviews
• Ensure back-office system is up to date
• Keep up to date with regulations and internal policies and procedures
• Support and work closely with team members
• Welcome clients, and cover reception and post where necessary

Skills:

• Previous experience within a financial organisation
• Professional communication manner, both written and verbally
• Proactive manner
• Strong investment and pension knowledge is desired but not essential
• Any Financial Services qualifications are desired but not essential