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2022-05-20 15:41:181970-01-01 Lloyd Recruitment Services Limited
Job Type Permanent Full Time
Location Sevenoaks
Area Kent, UK Kent UK Sevenoaks
Sector Financial Services Office Support
Salary £28,000 to £32,000
Start Date ASAP
Advertiser Lee OBrien
Telephone 01372818299
Job Ref LO 12029
IFA Administrator

Lloyd Recruitment Services are delighted to be recruiting on behalf of a highly reputable, professional, and friendly firm of Independent Financial Advisers that seek an experienced IFA Administrator to join their team.
With standard hours (9-5pm), hybrid working (1 day WFH), and free parking within a couple of minutes of the office, my client offers a friendly, welcoming and supportive working environment.
The client is offering a highly competitive salary, 26 days holiday, and discretionary bonus potential.
Overview of role:
Responsibility for the processing of client administration for Athena Wealth Planning
  • Support Directors to ensure that relevant advice and sales procedures are followed at all times
  • Ensuring that all client contact is carried out in a professional and courteous way
  • Supporting Directors to ensure that client files are compliant on an ongoing basis
  • Ensuring that the back office system (I.O.) is being maximised to support the effective running of the business. This includes inputting all client and plan data accurately.
  • Use the various platforms and quotation systems to produce all pre and post sale documentation for advisers as required.
  • Liaising with advisers
  • Dealing with client queries in an efficient and timely manner
Experience, skills and knowledge required:
  • Previous experience within an independent financial advisory or wealth manager is essential
  • Proven experience in the administration of pensions and investments
  • Excellent client communication skills
  • Detailed understanding of the functionality of platforms and other quotation systems
  • Good familiarisation of Insurance company underwriting requirements and points of contact
  • Understand our obligations for AML and the prevention of financial crime
  • Having a positive culture attitude at all times
  • Good written / oral communication skills
  • General IT skills

NB: Lloyd Recruitment Services would like to thank you for taking the time to apply to this vacancy. However, unfortunately due to a high number of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within seven days, please assume that you have not been shortlisted on this occasion. However please do join our Facebook community, to be the first to see our new positions.
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