IFA Administrator

Our client is a long-established Chartered Independent Financial Advisory practice based in Chester, with over 40 years of experience. Their focus is on delivering thoughtful, ethical financial planning with the client’s best interests at the core of everything they do.  They are currenty recruiting an experienced IFA Administartor to join their busy team.

Main Duties:

Liaising with and supporting the advisers and paraplanners

Administering new business for investments, pensions and protection

Updating systems, preparing valuations and annual review documentation

Communicating with existing and prospective clients and providers by phone, email and post

Logging cheques and policy documents

Answering the telephone

Processing new business applications

Chasing outstanding items

Dealing with client queries

Up-dating and producing client valuations

Preparing client files for meetings

Researching performance of investment funds

Typing letters and reports

Photocopying

Obtaining quotes and documentation e.g. key features documents, filling in application forms and maintaining orderly files

This list is not exhaustive and personnel may be asked to undertake any other reasonable task at the discretion of the management

Experience:

• Knowledge of the financial advice industry
• Experience of Wrap Platforms is highly advantageous
• Knowledge of Xplan and FE Analytics is desirable
• Good written and oral communication skills
• Excellent organisational skills
• Knowledge of Microsoft Office
• Good audio/touch typing skills
• Ability to work to deadlines
• Ability to work under pressure
• Teamwork and co-operation
• Integrity
• Confidentiality
• Flexibility

Soft Skills:

• Smart, enthusiastic, hardworking and good at multitasking
• high standards, attention to detail, be able to use your own initiative and be a relaxed team player

Benefits:

• 21 days holiday entitlement, plus bank holidays, increasing by 1 day per year up to 26 days
• Company pension
• Annual discretionary bonus
• Cycle to Work scheme
• Cestrian encourages and supports undertaking CII examinations and other professional development