IFA Administrator - Gerrards Cross

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, , IFA Administrator - Gerrards Cross - Artemis Recruitment Consultants
Financial Services
Gerrards Cross
22/12/#####
Type of Position: IFA Administrator - Gerrards CrossPay: £25k - £30k
IFA Administrator - Gerrards CrossWe are looking for an experienced IFA Administrator for our client based in Gerrards Cross, Buckingham. You will be responsible for providing detail orientated and timely administrative support, reporting to the Managing Director/Principle Adviser, to help enable both in-bound and out-bound business activity to run as smoothly as possible. This is an interesting and varied role working as an integral part of a very busy team. This role will be based full-time in the office.Responsibilities:Concert Database Management – daily use regarding client information and progress loggingExtracting critical information in report run formats from the ‘platforms’Daily use of MS Excel in conjunction with the platform and Concert databaseLiaising with Providers and team members with regard to the platformPlatform Management - daily use for client financials regarding ISA’s, investment and retirements accountsResponding to regular enquiries and requests for information from the Concert database and the platformTo help ensure all soft and hard copy information held by Wallis Wealth meets compliance and regulatory standards under Openwork and the FCA (Financial Conduct Authority) stipulationsCalling clients, providers and other parties to progress client caseworkGathering and processing plan information from providersProducing MS Excel spreadsheets with client plan infoPreparing thorough and accurate meeting packs for both new clients and client reviewsAnswering calls, responding to inbound enquiriesSupporting all marketing activities and initiativesScanning client files and other critical informationProvide a flexible, accommodating and supportive service generally within the businessOther reasonable tasks and duties may be expected from time to time As you will be in daily contact with a broad range of individuals, and it is expected that you will represent the company with tact, diplomacy and professionalism at all times.Person Specification· Attention to detail· Eagerness to learn· Positive attitude· Ability to prioritise· Desire to change, grow and improve· High personal integrity· Task & outcome focussed· Solution driven· Ability to follow instruction & accept feedback· Flexible & receptive to changing priorities· Team player· Naturally helps others· Good listener· Honest & strong work ethic· Good sense of humour & friendly disposition· Takes pride in getting it 100% rightKnowledge & SkillsEssential· Numerate and able to tackle numerical tasks with logic· Self time management, organised, tidy minded· Intermediate to advanced knowledge of MS Excel· Proficient to intermediate knowledge of MS Word, Outlook· Ability to check your own work for inaccuracies and inconsistencies· Professional, warm and friendly communication skills via telephone, email, written correspondence· Hospitable, welcoming and thoughtful towards all visitors, whether a client, provider or supplier· Willingness to ask questions, raise concerns and ask for help· Career & salary progression is expectedDesirable· Experience within financial services administration, IFA or provider side· Desire to build knowledge and gain relevant qualifications· A passion to develop a career within the financial services industryIf you are interested in applying for this position then please submit a copy of your CV to #####
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