An opportunity has arisen for an experienced administrator to join our team.
It is an office based, part time role.
Hours: 7 hours per day, 3 or 4 days per week. There is some flexibility on exact hours and days
Salary: Dependant on experience
Holidays: 25 days plus bank holidays (pro rata)
Must be available to work additional hours to provide holiday cover for up to 20 days per annum.
Responsibilities
- New business processing, including:
- Obtaining and completing application paperwork
- Sending new business to providers
- Submitting business on main investment Platform
- Entering business onto back-office system
- Managing and updating tasks on back-office system
- Chasing business through to completion
- Chasing fees
- Processing ‘Letters of authority’, including:
- Generating requests for information
- Sending to providers
- Managing and updating tasks on back-office system
- Chasing providers for outstanding information
- Inputting plan information on back-office system
- Other tasks:
- Answering the telephone
- Dealing with incoming post
- Client and Provider liaison
- Scanning and saving documents to back-office system
- Generating recorded/special delivery post online & delivering to post office
- Client research and preparation for adviser meetings with clients
- General administration
- Managing office supplies
Qualifications and capabilities
Essential:
- IFA administration experience
- Experience of using back-office systems
- Experience of using Platforms/Wraps
- Knowledge of Pensions and Investments
- Basic compliance knowledge and understanding of what makes a compliant file
- Excellent organisational and prioritising skills
- Excellent written and spoken communication skills
- Good computer literacy and typing skills
- Comfortable following prescribed processes
- Able to work alone using own initiative
Preferred but not essential:
- Experience of using Intelligent Office back-office system
- Professional qualifications
Contact:
If you would like to be considered for the role please send your CV, along with a covering letter to:
Anna Timms
anna.timms@investmentsense.co.uk
Investment Sense Ltd
20 Fletcher Gate
Nottingham
NG1 2FZ
0115 9338433
