We are currently recruiting for a financial planning practice that are looking to recruit an additional IFA Administrator to join their team in Ipswich.

Main purpose of the role - This role is to be part of a team supporting the Directors and Financial Advisers assisting them in servicing their clients in the most efficient and professional way.

Key Experience - You must have relevant industry experience; therefore, you would need to currently or have very recently worked in an IFA practice in a similar role. You will be an extremely organised and efficient individual with a keen eye for detail and be able to prioritise your own workload.

Key Tasks

• Assist in the preparation of New Business Files.
• Submit New Business files as well as the data input of any recommendations made/client details on the back-office system.
• Be involved in the post-sale communication, contacting providers for updates.
• Help manage the review process - Booking in client reviews (if and when required) -
• Completion or management of completion of the portfolio review report - Action the outcome of the review and audit of the review.
• Deal with any client change of agency and information collection.
• Manage the Financial Advisers diary including the booking of appointments.
• Deal with the emails.
• Answer general queries and requests from clients over the phone and by email.
• Carry out the completion of draft suitability reports Key Responsibilities.
• Ensure the Advisers meet with company standard compliance requirements.
• Ensure that all data added to the back-office system is correct and up to date where available.
• Understand and demonstrate company standard level of skills on all applicable software systems.
• Understand and demonstrate company standard level of knowledge of internal and regulatory compliance requirements.
• Have suitable knowledge on Money Laundering, the company complaint process and TCF.
• Have good Customer relations.
• Have good IT skills.
• Have excellent Time Management skills.
• Have great attention to detail and excellent accuracy.
• Be able to manage and initiate workload.
• Have good communication skills and be able to deal with people at all levels.