Role:

EGRecruiting is delighted to be recruiting for an experienced IFA Administrator, to join a highly regarded and well-established IFA firm in North Tyneside. This is a regional office of a national business, where employees are truly valued, supported and rewarded.Within the role, you will be required to provide a quality administration and support service to high net worth clients, allowing the Advisers to focus on client relationships.Responsibilities will include:-
· Prepare information packs prior to client meetings
· Obtain information from providers and prepare client valuations
· Input all client information into the back-office system
· Record all tasks within agreed timeframe and ensure that the client history is up to date
· Collate all documentation and ensure that the New Business pack is complete prior to submitting applications to providers
· Obtain regular updates from the providers
· Input any electronic applications forms as required
· Upload documentation into the back-office system and scan other documents as required
· Liaise with product providers and the commission department to resolve queries
· Liaise with Advisers and Paraplanners, to ensure client expectations are met
· Provide regular updates to the Adviser and clients
· Be the main point of contact for client administration queries
· Deal with client and provider correspondence
· Ensure that the client file is compliant
· Familiarise yourself with client circumstances, objectives and timescales
· Be responsible for scanning and archiving client files
· Identify any improvements that can be made
· Participate in appropriate company and departmental training, competence and development initiatives

Benefits:

· 35 hour week with hybrid working
· 25 days holiday (increasing to 30)
· Pension (matched to 7.5%)
· DIS x4
· Income protection (75% of salary)
· Access to free financial advice
· Interest free season tickets loans, eye care and childcare vouchers
· Shopping discounts (holiday, gym and high street retailers)
· Additionally, a superb range of flexi-benefits
· Career development, if desired

Candidate Requirements:

• Accomplished administrator with extensive experience gained within an IFA firm
  · Outstanding verbal and written communication skills
  · Excellent telephone manner and ability to deliver exceptional client-centric service
  · Superb attention to detail and able to deliver a high standard of work
  · Able to work independently and demonstrate initiative
  · Organised and able to manage workflows to timescales
  · Enthusiastic, energetic and a team player
  · Uphold strong values - honesty, integrity and able to maintain confidentiality
  · Proficient in Microsoft Office, particularly Outlook, Word and Excel
  · Intelliflo (IO) experience would be desirable

Qualifications:

R01/other desirable, not essential

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