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Alliance Pictor Limited
,
Maidstone, Kent
IFA Administrator
Overview
Job Description
Our client is a leading UK IFA firm that has enjoyed exceptional growth in the past few years they are now seeking a Part time Financial Adviser Administrator based in their Maidstone office. DESCRIPTION Reporting to : IFA Support Supervisor Position overview: To work as a team and to provide timely and efficient administration to support the IFA's and the firms organisational strategy. Responsibilities: To provide efficient administrative support to a number of IFA's Preparation of correspondence including letters and emails To be a point of contact for clients, life offices and members of the business Maintenance of all administration systems, ensuring all client data is accurate and up to date Maintenance of diary management system, ensuring daily workflow is completed in line with agreed SLA's * Assist with the management of the IFA's portfolio of existing business * Ensure appropriate documentation is scanned and attached to the relevant client records * Prepare new business and review packs for IFA client meetings * Obtain research when requested for protection and annuity products * Provide mortgage research for IFA's using online systems * Obtain illustrations for products from providers either on-line or over the telephone * Undertake filing, photocopying and scanning duties when required * Deal with fund switches and surrenders using SLA's and compliance guidelines * Obtain valuations/details on existing policies, ensuring administration system is updated accurately * 121 meetings with IFA's where necessary * Attach post to relevant client records and deal with any urgent mail within SLA's * Any other reasonable request made by a Director/Manager of the business Requirements Must have previously worked in a similar role with financial services Effective organisational and planning skills Able to work to deadlines Able to forge and develop relationships Experienced using Microsoft Word, Excel & Outlook Delivery focused, with a drive for quality throughout Excellent interpersonal and communication skills Must have a keen eye for detail Willing to learn and develop Able to work as part of a team, or if required, under your own initiative Part Time 17-20 hours per week, flexible on days, end of the week preferable THE PACKAGE In return, there is a highly competitive negotiable salary with a first-class benefits package which includes a pension scheme and 30 days holiday (including bank holidays). Save As You Earn scheme. You'll also benefit from being part of a cash plan scheme offering support on your optical and dental costs together with other therapies such as sports massage and complementary therapies. You may also be eligible for private health insurance. Life insurance, an annual bonus as well as bonuses for recommending your friends and family as employees, introducing new clients and for long service. If you need financial advice yourself advisers will be there to help you at no charge and an in-house legal team also provide their support to our people at a sizeable discount. To help you synchronise your work and home life there is the option of compressed working hours so essentially you could have a three-day weekend. There is a childcare voucher scheme. There are also many fun events throughout the year including a legendary Christmas party and a summer barbecue. You can also join complimentary out-of-hours language classes and other activities. Also, if fitness is your thing, you'll get 50% off fitness classes at a local gym.