Administrator – PB Recruitment Consultants Ltd – Hampen

A superb opportunity has arisen with a leading, highly reputable, and successful multi-office Independent Financial Planner who currently requires an IFA Administrator and an Employee Benefits Administrator to join its friendly team in its Chelmsford office.nThe position provides a competitive base salary and an extremely comprehensive benefits package, full training, development, and sponsors you for Diploma Level 4 in Financial Services qualifications nPurpose of the IFA Administration Role: nTo provide excellent administration support to the Operations team, through a wide variety of tasks and activities. Successfully undertake company tests and attend company training sessions. Willing to undertake exams towards becoming Diploma Level 4 qualified in Financial Services.nCore Administration Activitiesn* To provide day-to-day administration support to the operations team to provide our clients with excellent client service, including but not limited to:n* Prepare and package financial planning reports for the Financial Planners and their clientsn* Preparation of transactional templated client letters, such as letters of authority, change of address and client disengagement lettersn* Liaise with product providers to obtain fees and charges on specific productsn* Obtain and assist with the completion of application/instruction forms and fact findsn* Obtain policy information, documents, factsheets, illustrations, and product comparison quotes through appropriate sourcesn* Uploading plan statements and other documents to client records following agreed naming conventionsn* Maintain accurate client information and record client interaction on the back-office systemn* Assist with the onboarding process of new clientsn* Assist with the annual review process of existing clientsn* Any additional ad-hoc requests and support on company projects as and when requirednTeam Workingn* Build strong working relationships with all colleagues across the business.n* Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines are met.n* Provide absence cover for colleagues.n* Undertake project work and additional duties as and when required.n* Treat all data with complete confidentiality and take reasonable steps to always protect this.n* Always treat our customers fairly, referring to your Line Manager or the Head of Compliance for guidance if necessary.n* Act in accordance with Compliance procedures and FCA Regulations always to ensure regulatory requirements and company policies are correctly followed.n* Maintain client records and update client information on back-office systems to keep an effective audit trail.n* Undertake work appropriate to your skills and ability.nTraining and KnowledgenWork with your line manager to create a personal development plan and agree CPD activity.nWork Experience:n* Experience of working with Microsoft Office products including Word, Excel, Outlook andn* PowerPoint, or similar tools.n* Previous experience in an administration role.n

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