Join Our Clients Dynamic Team in Swansea as an IFA Administrator!
Are you detail-oriented, client-focused, and passionate about financial services? We’re seeking an IFA Administrator to provide crucial support to Financial Advisers.
Your responsibilities will include:
* Obtaining illustrations, key features, and application forms from Platforms & Providers
* Compiling comprehensive client meeting packs
* Issuing letters of authority (LOA) and transfer of agency (TOA)
* Accurately maintaining client details and policy information
* Preparing new business applications
* Responding to inquiries from IFAs, colleagues, clients, and providers
* Managing client valuation schedules
* Ensuring timely communication with clients and providers
* Collaborating with our team to deliver exceptional service
Experience/Skills Required:
* Proficiency in Microsoft Office and other applications
* Excellent written and verbal communication skills
* Client-centric mindset
* Strong organisational abilities
* Industry knowledge
* Attention to detail
* Data entry and record-keeping skills
* Willingness to pursue professional qualifications (desirable)
On Offer:
* Comprehensive salary DOE
* Hybrid working
* 25 days holiday – tiered up to 28 days after 5 years
* 7% employer pension contribution
* Comprehensive benefits package including PMI, Income Protection and Critical Illness
* Office closure over Christmas period and a day off for your birthday, wedding, house move and volunteering
* A range of additional employee incentives such as enhanced maternity and paternity
Ready to make an impact and embark on your career as part of a supportive teams in forward-thinking business? Submit your CV today to avoid disappointment! If you have any questions, please contact Leanne Appleton at Reed on .