We are currently recruiting for a Chartered Financial Planning practice based in Tunbridge Wells who are looking to recruit an IFA Administrator to join their team.

ROLE

• Acting as point of contact between clients, advisers and third-party product providers
• Establishing and maintaining electronic client files
• Processing new business applications, maintaining accurate information and recordings transactions
• Sourcing quotations, illustrations and supporting documentation
• Preparing valuations, reports and material for client meetings
• Ensuring that all work adheres to the firm’s compliance procedures
• Follow established procedures, systems and templates for processing work
• Act on own initiative to ensure workload is prioritised in a timely manner
• Dealing with post and answering the phone

PERSONAL

• To maintain and increase technical knowledge and ability to apply this knowledge
• To keep CPD records in accordance with the firm’s T&D plan
• To ensure that all client financial and personal affairs remain confidential and are not discussed with third parties without client permission
• To maintain an awareness of new products and market developments
• To ensure that both internal and external communications are polite and respectful and to represent the firm in a professional manner

QUALIFICATIONS/CAPABILITIES

• To use best endeavours to continually improve upon qualifications and skills by following a programme of personal development as agreed with the firm
• To maintain an acceptable knowledge of the Regulatory framework

SKILLS

• Understanding information and documentation required to process new business, claims and amendments to existing client policies and investments
• Keyboard and computer skills, including Word, Outlook, Excel, Adviser Office, Papercloud and
• Gateway
• Communication and interpersonal skills for dealing with colleagues, clients and companies
• Letter writing skills and information presentation
• High degree of organisational skills and attention to detail
• Exceptional client service and communication skills

KNOWLEDGE

• Understanding of Regulatory framework
• Knowledge of financial services products
• Experience of provider investment platforms
• Experience within the financial services industry