IFA Administrator

IFA Administrator Salary £27,000 - £33,500 DOE  pension  excellent benefits Based:
Farnborough / Some hybrid Our client, a market leading Financial Services Company provides financial advice to Private High Net Worth individuals and successful SMES. They are looking for an individual with Business Support experience gained from within the financial services industry, candidates MUST have life investment and pensions experience. You will be supporting Advisers in their day-to-day jobs.

Key Responsibilities of the role:
Support Financial Advisors with the delivery of administration support focusing on new business and client servicing Carry out end to end processing of new business cases Update back office systems, ensure accurate client data throughout the sales process To promote teamwork by helping colleagues and consultants to meet client service requirements Organise and manage time to ensure delivery of SLAs to meet consultant and client expectations both in terms of timeliness and quality Building relationships over the telephone with both Clients and Product Providers Build relationships with internal colleagues Operating within the companys Treating Customers Fairly Principles at all times Candidate Requirements:
Ideal candidates will have 2-3 years experience working within Financial Services specifically for a firm of IFAs or within a wealth management company processing new business Will have a good understanding of a range of financial service products- such as pensions, investments etc. Will have experience of supporting IFAs / paraplanners and consultants within your current role or speaking to them on the telephone via your role CF relevant qualifications would be desirable or a willingness to study Excellent record keeping skills Good organisation and time management skills Proficient in Excel and Word Strong communication skills and excellent team player This is an excellent opportunity to join a market leading Business and progress your career in Sales Support .

Full training will be provided for the successful candidate on our Clients business process, workflow and back-office system. Radley Recruitment is dedicated to helping you find your next career move, so if you are looking for a new role, submit your CV to us and we can help you find that perfect job.