Administrator – HNW Independent Financial Advisers

Administrator – HNW Independent Financial Advisers

Salary: £23,500 - £28,000 Depending on experience)

Based: Cambridge

Lloyd Recruitment Services are recruiting on behalf of a well-established, highly reputed firm of Independent Financial Advisers (IFA) who are looking for an Administrator to join their team.

Applicants must have a genuine interest in working within the financial services industry and should be prepared to study towards industry renowned professional qualifications as part of their professional development. The client is more than happy to consider applications from fresh graduates looking to build their career within the IFA sector through to experienced financial services administrators.

This is a fantastic opportunity to join a leading Chartered Financial Planners practice; they offer a friendly and professional working environment, and the chance to work alongside some extremely well qualified and experienced staff. They actively support and encourage study towards professional qualifications.

Working as part of a team you will provide support to the Adviser/s for a variety of tasks, acting as the liaison between the Adviser, Providers and Clients, whilst delivering a professional, compliant, and efficient service.

The main duties include:

Client Support:

• Sending out Advice (Suitability) letters and collating all necessary enclosures.


• Liaising directly with clients by answering and dealing with client queries, through our secure messaging system, email or by telephone.


• Dealing with any allocated post.


• Processing new clients in line with procedures. Service set-up letters (including invoice and details of service).


• Liaising with adviser and admin team to work to deadlines to meet service level agreements.


• Processing trade deals daily across multiple platforms.


• Processing and tracking Letters of Authority and product information requests.

Client Database Management & Maintenance:

• Monitor assigned activities on a daily basis.


• Maintain client information on all internal systems, ensuring the accuracy and integrity of client data and that all tasks and activities are completed in line with company policy and procedure.


• All information received regarding the client to be entered on their Intelliflo account if appropriate, on day of receipt.


• All client reviews are to be carried out according to the date prompt from the client database and passed to the adviser for checking prior to sending to the client.

Any experience gained within the financial services arena would be advantageous however the client would like to see some general administrative experience as a minimum. A genuine interest in the pensions and investment arena is essential, as is the motivation and commitment to achieve professional qualifications.

The client is keen to receive applications from experienced financial services professionals, fresh or recent graduates who want to launch their career within the financial services arena, or from those with general administrative experience, ideally within a more technical/regulated industry, who are keen to move across and continue their professional development within financial services.

The successful candidate will possess first class communication skills (both written and spoken), be highly conscientious, well organised and have a keen eye for detail, approachable, and able to work both in a team environment and on their own initiative. They will be highly IT literate (proficient in Microsoft Word, Excel, Outlook, Teams).

Desirable

• Experience using Intelliflo (or other CRM software)


• Platform experience (Aegon, FundsNetwork, Transact and James Hay)


• Knowledge of IFA office procedures and compliance


• Degree educated

Refer a friend and earn up to £500! If you know someone who is searching for a new opportunity, recommend Lloyd Recruitment Services and you will receive a retail voucher of your choice up the value of £500. Full details can be found on our website.

Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion.

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Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.