Full job descriptionBenefits:
*Hours: 35 with hybrid working available
*Holidays: 26 days annual leave, plus stats
*Contributory pension scheme
*Private Healthcare
*Life assurance
*Health insurance
*Charity volunteer days
*Cycle to work scheme
*Career development, if desired
Role:
A global wealth management business, with offices throughout the UK, have an opening for a talented, Senior IFA Administrator, to work on a full-time basis. Due to retirement, the individual will have the opportunity to progress into an Office Manager role, if desired, within the year. Hybrid working is offered and the position is based out of modern offices near Middlesbrough, with free parking. This is a superb opportunity where you’ll work with a great team of talented individuals who are passionate about Financial Services.
Responsibilities will include:
*Act as a point of contact for the client in the Adviser’s absence and deal with client queries
*Meet and greet clients
*Book all client meetings, including annual review meetings
*Prepare meeting packs
*Process new and existing business for pensions, investments and protection
*Liaise with and submit all forms and letters of instruction to product providers
*Process fund switches online or via postal applications
*Update and maintain back-office system, XPlan
*Maintain an up-to-date knowledge of company policies and procedures
Qualifications:
• Not essential
Candidate Requirements:
*Must have previously supported a highly successful Financial Adviser
*Possess sound knowledge across pensions, investments and protection products
*Have experience of processing both new and existing client business
*Able to deliver accurate work, consistently and at pace
*Must possess excellent communication skills, both written and verbal
*Excel at delivering a client-centric service
*Competent IT skills (XPLAN experience would be advantageous)