Due to its continued expansion, my client requires additional support staff and is therefore looking to appoint an experienced IFA Administrator in Crawley.
This firm was established several years ago and has grown to become one of the most respected independent financial advisers in the area. Led by a talented and driven management team, most of the company’s business now comes from referrals and recommendations. Offering a holistic advice service to a broad range of clientele, the company is able to cater for a wide range of requirements, including pensions, auto-enrolment, investments, inheritance tax planning and complex final salary pension transfers.
You will play a pivotal role in supporting the Financial Planners and Paraplanners, providing an interface between the Client, Consultant and other parties to the transaction. Day to day duties will include the processing and submission of new business and policy tracking, as well as the preparation of client reviews for Advisers’ meetings. You will also be required to obtain quotes, prepare portfolio valuations and schedule all post meeting action points for Advisers. You will maintain up to date product knowledge and be responsible for day to day administrative tasks such as database management and operating client review systems.
Ideally, you will have had some exposure to Financial Services and more specifically, in areas such as investments and pensions, though level of experience is not particularly significant. The role requires you to develop and maintain strong relationships with clients and providers, therefore you must have excellent interpersonal skills and be an effective communicator. Demonstrating a keen eye for detail, you will be highly organised and able to manage a sizeable workload. It is by no means essential that you hold any industry qualifications, though this would obviously strengthen your application.
The salary and package are negotiable, and very much dependent on your experience and ‘what you have to bring to the table’. My client is renowned for looking after its staff and rewarding high performers through salary and additional bonus earnings. Given the ongoing growth of this business, this is very exciting time to join the firm.
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Financial Services and General Insurance Recruitment