Financial Services
Salisbury

IFA Support Administrator

Ref: 736| Posted: 13th Jun 2019

IFA Support Administrator, Salisbury (full time, permanent)

An immediate opportunity is now available for an experienced IFA Administrator to join a growing Financial Services provider in Salisbury.

Duties as an IFA Support Administrator include:

  • Processing of new business and documentation in accordance with the agreed service levels and quality standards.
  • Ownership of full life cycle of transacted business.
  • Preparing for adviser/client appointments including collation of meeting packs, obtaining quotations, illustrations.
  • Point of contact for clients, to liaise on behalf of appointed adviser/s.
  • Dealing with client queries, taking the appropriate action to ensure the query is dealt with in a timely and effective manner.
  • Inputting and ongoing maintenance of data on internal systems ensuring the information is accurate and up to date.
  • General administration, ensuring the client service is of a high standard.
  • Monitoring own workflow and assisting colleagues where required.
  • Liaise with other departments, offices and colleagues in a polite and professional manner.
  • Dealing with adviser charge, fee and commission enquiries.
  • Strong broad knowledge on the products and providers available on the open market.
  • Provide support to the Business Support Supervisor.
  • Answering the telephone in a timely manner and dealing with incoming enquiries and taking the appropriate action.
  • Maintaining the booking of the meeting rooms ensuring the diary is kept up to date Dealing with incoming and outgoing post.
  • Maintain a comprehensive electronic client filing system.
  • Maintaining a smart and tidy office.

In return for your skills, you will receive a competitive salary depending on your experience and a flexible benefits package.

If you have the required experience, I want to hear from you!

Just hit the Apply button to forward over your CV for the IFA Support Administrator role.

First 2 Recruit Ltd is an Employment Agency who provide permanent and fixed term contract services and an Employment Business who provide temporary services as defined under the Employment Agencies Act 1973.  First 2 Recruit Ltd will collect the personal details which job seekers provide to us for the purposes of providing job seekers with work-finding services. In providing this service to job seekers we may need to transfer their personal details to our client companies.

Please note we regret that due to the high volume of CV's received we cannot give individual feedback to candidates, if you are not contacted within 5 working days of submitting your CV please assume your application has been unsuccessful on this occasion.

First 2 Recruit Ltd is an equal opportunities employer and is committed to a policy of treating all its employees and job applicants equally regardless of race, colour, ethnic origin, nationality, national origin, religion or belief, gender, sexual orientation, gender reassignment, age or perceived age, marital or civil partnership status or disability.