Ifa Administrator - Reed : Job Details

Reed Financial Services are pleased to be representing an established and friendly Chartered IFA firm in Northeast Somerset. The are looking for a full time IFA Administrator to join their office-based Adviser Support team.

Their Administrators play a crucial role in ensuring that the advice we provide is backed up by high levels of accuracy and efficiency, together with comprehensive research.

This is an office-based ‘hands on’ full-time role, for which the responsibilities will include:

• Liaising extensively with clients, providers and professional connections by telephone and in writing
• Preparing client review packs ahead of meetings, including preparing client valuations and sourcing fund/investment information
• Preparing product research and quotes using a wide variety of third-party systems and platforms
• Preparing post-review client correspondence and paperwork
• Maintaining client, compliance and research records in line with office procedures and compliance policies
• Submitting new business and transactions for existing business, mostly via online systems
• Following up new business/transaction submissions through to completion, chasing as necessary and checking work carried out by providers

The ideal candidate will have experience within an IFA office environment, be highly personable with an excellent telephone manner, have a keen eye for detail, and be able to demonstrate a high standard of written English with sound numerical skills. This is varied role, which requires the ability to multitask and prioritise workloads effectively. In addition, you should have the ability to think critically and independently to solve problems.

As they are fully independent, they use many different IT systems plus several pieces of research software. For this reason, a strong command of IT generally is essential, as is a good working knowledge of Office365 (including Word, Excel and Teams). You will also ideally have experience of Intelligent Office (or a similar back-office system) and platform/provider systems generally.

You should be able to demonstrate some knowledge of investments, pensions, protection and tax generally, and this will ideally be evidenced by some relevant qualifications (CII/PFS, CISI or equivalent). However, full support with industry qualifications is offered and indeed actively encouraged or if experience is vast then this will be considered

This is a full-time role, to cover their normal office opening hours which are 8.45am to 5pm Monday to Thursday and 8.45am to 12.45pm on Friday.

This is an exciting opportunity to join an established team with a growing client base. In return for your skills and experience, you can expect a competitive salary with the potential for bonuses, together with a non-contributory pension scheme (with 8% employer contribution), group life cover, group PHI and 25 days holiday per year (plus Bank Holidays). Full support with industry exams/qualifications/memberships is provided also.