IFA Administrator, Office Angels

IFA Administrator

Office Angels

Location:

United Kingdom, Chelmsford

Category:

Finance

Contract Type:

Not provided

Salary:

27000.00 - 30000.00 GBP / Year

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Job Description:

Are you a passionate and experienced Administrator looking to take the next step in your career within the exciting world of Financial Services? If so, we have the perfect opportunity for you! Our client, a vibrant and growing financial firm based in Chelmsford, is on the lookout for a dynamic IFA Administrator to become an integral part of their team.

Job Responsibility:

Processing business submissions within set service level agreements
Submitting new business to providers and managing enquiries
Liaising with clients and providers for any outstanding information
Conducting one-month checks to ensure submission completeness
Assisting with account-related enquiries, including clawbacks and commission queries
Tracking business succession and monitoring shared inboxes
Acting as the first point of contact for telephone enquiries
Supporting the team during staff absences with mandatory daily tasks
Overseeing the deceased client process, ensuring communication and documentation are managed effectively
Managing initial advice meeting processes and maintaining client files
Providing clients with requested information and updates
Monitoring risk assessments and following up with clients
Issuing confirmation letters and managing document requests
Ensuring annual cleansing of hard copy files

Requirements:

A proactive individual with a background in administration within Financial Services
Exceptional organisational and communication skills
Strong attention to detail and a problem-solving mindset
A team player who thrives in a dynamic environment
MUST drive due to the location of the business

What we offer:

Join a supportive environment where your contributions truly matter
Fostering talent and promoting from within

Additional Information:

Job Posted:

March 27, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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