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Junior IFA Administrator

Job Specification

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    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

    Speak to one of our consultants 0203 764 2350

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