My client is offering an exciting opportunity to join their team as a Junior IFA Administrator.
You will have the opportunity to join an established & growing firm based in the heart of the City of London, working with some of the industry’s leading Financial Advisers. We are looking for a bright, enthusiastic and proactive Junior IFA Administrator to join our diverse market leading Financial Advisory team in the City of London. You will be providing support to a range of individuals within the firm including Partners, Advisers and Administrations staff, as well as Clients.
This rewarding long-term role will enable you to build on your existing skills and knowledge, and enjoy working within a supportive and encouraging environment. This is a fantastic opportunity for someone looking to start their career. Advies offer full support with CII qualifications and progression within the firm.
Role and Responsibilities
Pro-actively liaising with clients, advisers, providers and other members of your team to request documentation and provide progress updates.
CRM System updates - including uploading and updating client information into our system.
Assisting in regulatory and compliance matters
Providing general support to senior staff and administrative team regarding cases & project work
Sending off paperwork to providers and chasing them for updates.
Contacting clients to request information and providing updates.
Analysing and summarising policy information
Welcoming clients & confirming meetings
Sending and updating LOAs.
Working with and adhering to company and FCA policies and procedures.
Skills, Experience and Attributes Required
Educated to GCSE's / A Levels or Equivalent
Some work experience within an office environment is ideal
Excellent telephone manner and customer service skills
Strong IT Skills and typing skills
Experienced in Word, Excel and Outlook
Must be able to work independently and show initiative
Professional manner, positive attitude and well presented
Be organised and proactive
Have an excellent work ethic
Work Life
Full Time
Monday to Thursdays office based - option to work from home on a Friday
Flexible start time
Encouragement & support towards professional qualifications and personal development for each member of their team
Based in prestigious London offices by the Gherkin.
Successful team who enjoy sharing each other’s success and fostering a collaborative approach