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Welcome to North Oak Recruitment, dedicated to delivering what we promise - a quality recruitment service. Whether you are a financial services company looking to recruit staff, or whether you are an individual looking for your next career move within financial services, you can rest assured that you will be in the safe hands of an expert, trained and experienced in managing all of your recruitment needs and putting your interests first.  Call us now for Financial Services vacancies.
 
   
 
   
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IFA Administrator
Salary Area Job Ref Consultant Sector
to £26,000 pa Worcestershire AL853 Angela Liscombe Financial Services Administration

Description

Financial Services / IFA Administrator

Bromsgrove

Salary £20,000 - £26,000 depending on experience + benefits (our ref AL853)

 

My client is an award-winning IFA, dealing with both Private and Corporate clients and due to continued growth, they are now looking to appoint a further financial services administrator.

The main function of the role is to ensure that all administration for life, pensions and investments submitted business is effectively managed to completion, and that the financial advisers are provided with a first class administrative support service.

 

Key Accountabilities

 

  • Creating New client packs and Review Packs
  • Checking Fact Finds are fully completed
  • Inputting Fact Find details into Client Database
  • Preparing & sending off authority letters
  • Inputting policy details of existing plans once received from providers
  • Scanning all documents/emails provided by Planner into Client Database

·         Checking all Anti Money Laundering information is current and relevant checks have taken place

·         Checking Fact Find/Client Agreement/Letter Of Engagement is signed and dated

·         Obtaining illustrations, application forms, Key Feature Documents and other relevant supporting documentation

·         Submitting new business to provider or submitting applications on line and tracking to completion

·         Ad hoc valuations

·         Trades - placing, chasing and updating

·         Ensuring Financial Planning figures are sent to clients for update and revision in preparation for next meeting

  • Updating cashflow models in preparation for review meetings
  • Telephones & Meet & Greet

 

Qualifications:

  • CII qualifications preferred

 

Skills, Knowledge and Behaviours:

·         Minimum of one year in a Financial Services Administration role

·         Excellent understanding of the financial planning process

·         Excellent communication skills at all levels

·         Excellent telephone manner

·         Excellent team player

·         Proficient in IT skills with high level of word processing and spread-sheet knowledge

Personal Skills

  • Good planning and effective organisational skills
  • Computer literacy
  • Honesty and integrity
  • Methodological approach to work

 

If this role is of interest and you have the required skills and experience, then please apply in confidence with an up to date CV. We aim to respond to all applications but occasionally, due to overwhelming response levels, this is not possible.  Should you not hear from us within 10 days please assume your application has been unsuccessful.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Our full Privacy Notice can be found on our website.


 North Oak Recruitment have worked very hard to find me a position.  Angela has been friendly and professional, she listened to what I was looking for and I would recommend her to anyone looking for a new job. 
Sharon M.
 Angela is second to non in her knowledge of the financial services industry across the Midlands.  Having been made redundant I was feeling unsure about my future but Angela was very reassuring and quickly got to work for me.  Within 3 weeks, I had the perfect role and I can't recommend Angela highly enough - Thank You!
Kate M.