IFA Administrator (Client Services Support) - London
Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser.
Responsibilities:
- Preparing first meeting packs - as and when required
- Inputting fact find details into our back office system – Intelligent Office (IO)
- Set up clients on IO
- Input case onto IO
- Input initial fee (commission) onto IO
- Input expectation of future income onto IO
- Obtain illustrations (Exchange or other methods)
- Obtain KFds or KIIds
- Input ATR Questionnaire into Financial Express (FE) - EValue
- Print ATR Report outcome via FE
- Input Lifetime cash forecasting information into via Truth (where relevant)
- Prepare suitability letters for Adviser sign off (using templates or software)
- Obtain & copy Anti Money Laundering documents
- Complete verification form for Adviser signature
- Pass prepared case to Compliance (using checklist)
- On-Line Processing (where relevant)
- Updating IO on a continual basis with updates/changes/progress on cases using activity manger and other workflow functions
- Chasing business
- Weekly planning / strategy meeting with Adviser
PERSON SPECIFICATION
- Experience of working within financial services preferable.
- Understanding of financial products will be an advantage.
- Good GCSE or A-Level result and proficient at all IT packages.
- Excellent organisational and administration skills, who demonstrates good attention to detail.
- Ability to proactively use initiative to problem solve and anticipate next steps.
- A driven individual with a focus on client service and contributing towards a high-performance culture.
- Adaptable to change management plans and advocate to business initiatives.
- IT technically proficient including Office 365.
- Committed to advocating and encouraging an inclusive and diverse team culture.
- Understanding the benefits of the wellbeing agenda and promoting an open and considerate culture.
OFFICE LOCATION
Our client is based in the City and currently operates on a hybrid working basis. They currently work 3 days office based and 2 days working remotely.
If you are interested in this position, please email your CV to josie@artemisrecruitment.co.uk
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