We are hiring!
Part-Time IFA Administrator Job Description
Future Financial Planning is excited to announce the position of ‘Administrator’ is now open for candidates to apply. We are a small, highly qualified, Independent Financial Planning firm who are passionate about helping our clients achieve and maintain financial independence.
Location: Little Clacton, Essex, CO16 9LT with home working potential
Salary: £14 per hour
Job Type: Part-time contract (15 hours)
Purpose of the Role
To provide a support service to the Chartered Financial Planner in their day-to-day role and when dealing with clients. Ensure that all client information is kept in a structured manner, which is in accordance with the company’s procedural guidance.
General Responsibilities
To work as part of a team within the office environment and be happy working independently
To be actively involved in dealing with guests to the building, and answering telephone calls
Issue initial contact letters to clients, confirming appointments if required by the financial planners
Update client software with the contact details
Produce annual review reports where required
Produce and collate any information requested by the financial planner prior to the appointment
Complete any typing of reports or letters as required by the financial planners
Check any reports, illustrations, or other client information required for the next client contact
Update client records with any amended client information
On completion of any new business or amendment to existing business, check the documentation received and prepare for ongoing transmission to the relevant providers
Update client records with any new or amended data,
Track the new business and diarise to chase new business to completion
Responsibility for chasing the new business through to receipt of the policy documents or contact notes
Preparing policy document letters, checking and sending the policy documents
Updating the diary system for any further client review appointments
Providing a support service for all clients
Scanning and filing of client information
Structure and maintenance of designated client files
Creation and maintenance of standard templates and letters for client contact
Updating designated advisers with client information
To work within the regulatory requirements of the FCA at all times
To ensure compliance with the Data Protection Act, and any other guidance which forms part of the day-to-day role
Skills and Experience
Previous administration/office work experience is essential, preferably in financial services although not essential
Detail oriented, and able to work in an unstructured environment with critical time demands
Should have computer familiarity with Microsoft 365 (Word, Excel and Outlook)
Effective communication skills good interpersonal skills
Excellent organisational and administrative skills
Good grasp of English language and Mathematical concepts
Takes personal responsibility for consistently delivering high-quality work
If you are a highly organised and detail-oriented individual with experience in a similar administrative role, we encourage you to apply for this role. Please submit your CV to john@futurefp.com and a cover letter outlining your relevant experience and skills. We look forward to reviewing your application.
