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Junior IFA Administrator

Job Specification

Financial Services


Initial role:

  • Processing and management of incoming and outgoing post
  • Management and ordering of office supplies e.g. stationery, kitchen and bathroom supplies
  • Organising client birthday presents
  • Arranging client meetings and meet and greet on the day
  • Managing incoming calls
  • Using internal software to gather client data and adviser charging data
  • Shredding of confidential documents

Developing into:

  • Managing and delivering the monthly invoicing process including proficient use of excel for
    creating invoices, liaising with advisers and issuing to clients
  • Managing and reconciling the cashbook
  • Using QuickBooks and pulling information to send to accountants re our quarter, half and
    yearly figures
  • Organising company Summer and Christmas party (and other ad-hoc events)
  • Liaising with other professional firms to arrange get-togethers
  • Oversight of company calendar
  • Wider awareness/thinking: Spotting issues/opportunities and raising appropriately

Ad-Hoc Client Specific work as required:

  • Creating and issuing Letters of Authority
  • Communicating with providers
  • General cover letters to clients
  • Change of address letters
  • Getting valuations online/over the phone
  • Setting up clients on Prestwood and creating diary entries

General Responsibilities:

  • Observe the firm’s ‘standards’
  • Comply with FCA conduct rules at all times
  • Adhere to the relevant compliance, TCF, T&C and financial crime (anti-money laundering,
    data security, anti-bribery, fraud, and corruption) procedures of the firm at all times.
  • Be a team player, support colleagues, willing to go the extra mile
  • Willing to pick up other ad-hoc tasks which might not fall into the usual remit of the role
Salary £20,000 - £24,000

Flexible working, Company Pension & DIS

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