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Cameron James
,
Sheffield, South Yorkshire
IFA Administrator
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Job Type: Full-time |
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Salary: £20,000 per annum |
Overview
Financial Services / IFA Administrator Vacancy - Sheffield- £20,000 - £23,000 plus benefits including generous pension and free on-site parking. I am working with a reputable Independent Financial Planning firm in Sheffield and we are recruiting for a Financial Planning / IFA Administrator (x2). This is an excellent opportunity for an enthusiastic IFA Administrator to join a reputable firm which supports development, progression and growth. You will be situated within a team of experienced Financial Advisers and will help provide full financial planning administration support. Duties will include but will not be limited to; Handling incoming telephone calls. Dealing effectively both face to face and remotely (phone, email etc.) with all clients and persons/organisations Maintaining database and journal system, the key to all our administration and financial controls. These systems contain all client personal data, client contract records, the company's accounting mechanisms and payment systems. Develop a complete working familiarity with the external platforms so that you can prepare fast and accurate research, quotations and documentation. Making up new client files with all appropriate documentation. Ensuring that all client records and files are complete and compliant. Keeping all records and filing up to date, both paper and electronic. Dealing with all incoming and outgoing post. Developing a good working familiarity with our computer systems and printer so that you can perform routine maintenance tasks. Adhering to the diary/journal system and progress-chase all cases. Preparing letters using the templates provided and other letters as necessary on your own initiative. Contribute original thought to the business. We pay people to think and to have and use initiative. We don't think we know everything. If you think you've got a good idea about how we should be doing something better or whatever, don't be shy - tell us . The person: We intensively train all staff, but it is essential that you: Have a positive upbeat mental attitude. Are Self-motivated and proactive. Are able to work well in a high-pressure environment. Have initiative. Have an enquiring mind. Have good inter-personal skills to deal with clients, suppliers and other staff. Are a problem-solver and a work-doer, not a buck-passer Are flexible. The benefits Competitive starting salary Full training and development Generous pension Support towards Financial qualification such as DipPFS or CeMAP qualifications FREE PARKING The successful Financial Services / IFA Administrator must have either provided similar support within a Financial Services environment, or will have administration experience within a relevant Product Provider environment. For further information please contact me on the number provided or submit your CV NOW