IFA Administrator

IFA Administrator focuses on act on own initiative to ensure workload is prioritised in a timely manner.

What the role involves

• Act on own initiative to ensure workload is prioritised in a timely manner.
• To maintain and increase technical knowledge and ability to apply this knowledge.
• To keep CPD records in accordance with the firm’s T&D plan.
• To ensure that all client financial and personal affairs remain confidential and are not discussed with third parties without client permission.
• To maintain an awareness of new products and market developments.

Skills and requirements

• To use best endeavours to continually improve upon qualifications and skills by following a programme of personal development as agreed with the firm.
• To maintain an acceptable knowledge of the Regulatory framework.
• Process new business, claims and amendments to existing client policies and investments.
• Keyboard and computer skills, including Word, Outlook, Excel, Adviser Office, Papercloud and.

Candidate fit

• To ensure that both internal and external communications are polite and respectful and to represent the firm in a professional manner.

Additional role context

• Acting as point of contact between clients, advisers and third-party product providers.
• Follow established procedures, systems and templates for processing work.