Senior IFA Administrator - Cheltenham
at Attivo Group
Cheltenham GL50, England, United Kingdom -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 28 Nov, 2024 | GBP 40000 Annual | 31 Aug, 2024 | N/A | Caseload Management,Management Skills | No | No |
Required Visa Status:
Citizen | GC |
US Citizen | Student Visa |
H1B | CPT |
OPT | H4 Spouse of H1B |
GC Green Card |
Employment Type:
Full Time | Part Time |
Permanent | Independent - 1099 |
Contract – W2 | C2H Independent |
C2H W2 | Contract – Corp 2 Corp |
Contract to Hire – Corp 2 Corp |
Description:
ESSENTIAL SKILLS AND EXPERIENCE
- Previous experience supporting a Financial Advisor
- Good organisational, time management skills and effective caseload management
- Ability to work well under pressure while maintaining excellent attention to detail
- Ability to work on own initiative, sometimes for long periods of time
- Professional, ethical, and discreet
- Excellent interpersonal, listening, numerical and IT skills
DESIRABLE SKILLS AND EXPERIENCE
- Financial Planning qualifications
Responsibilities:
ABOUT THE ROLE:
As a Senior Financial Planning Administrator, you will be providing efficient and effective dedicated Administration and PA support an Associate Director. Working as part of a team, you will be responsible for managing your own task list and providing high quality support to a busy Financial Planner.
As the role requires collaborative working as part of a busy team, the successful candidate will need to be based at our Cheltenham office a minimum of 2 days per week, with the option to work remotely the remaining days. We value work life balance and offer flexible working alongside our hybrid approach.
KEY RESPONSIBILITIES INCLUDE:
- The accurate processing of all New Business Submissions working with platforms and providers to ensure client applications and requests concluded.
- Input and maintain new business data in client management systems on a timely basis so that client records are accurate, up-to-date and contain relevant information reflecting the true state and progress of the work undertaken.
- General Administration support to the wider Financial Planning team to assist with meeting preparation and client enquires.
- Updating client details, address changes, Update providers and send letter to client confirming
- Maintain CRM system to keep Financial Planners updated throughout the processing of business in accordance with Service Level Agreements
- The Onboarding and Offboarding of clients including updating CRM, informing providers, adding, or removing fees
- Support with MIFID statements as required
- Continuously review own and team’s workflows and processes and offer support to other colleagues where appropriate
- In coordination with other members of the team, ensure that all housekeeping is maintained up to date to enable the smooth and efficient running of the department.
REQUIREMENT SUMMARY
Min:N/AMax:5.0 year(s)
Financial Services
Accounts / Finance / Tax / CS / Audit
Finance
Graduate
Proficient
1
Cheltenham GL50, United Kingdom