Job Description

Job Specification

As part of the IFA support team, you will report into the Senior paraplanner

The job role is based at Alpha House, 42 New Road, Stourbridge, West Midlands, DY8 1PA, working Monday- Friday 9:00am until 5:00pm. We may be flexible on reducing hours if needed for the right candidate.

The main objective is to support the team of 7 IFA's with the administration for the continuing ongoing advice for our clients.

Main Duties

Maintain accurate and compliant client records in back-office systems.

Supporting the existing team by assisting with administrative tasks such as emails, post, filing, scanning, data entry, letter writing and following up with clients directly.

Direct inquiries to the appropriate staff member

Prepare the appropriate documentation for the IFA's to conduct a compliant annual review

Produce initial meeting packs for client's first meetings.

Assist the receptionist with Letter of Authority forms.

Manage incoming calls.

Using and updating the back-office system

Learn and use a variety of back office software systems

Liaise with product providers and other third parties to acquire additional information that may be required in order to assess the client's needs and to formulate recommendations.

You will commit to continuous personal development, keeping knowledge up to date and retaining supporting records for review.

What you bring:

Minimum two years of experience in administration or similar role Financial Services Experience preferred though not essential Excellent communication and interpersonal skills Strong organisational and time management abilities Proficient in Microsoft Office Suite (Word, Excel, Outlook) Ability to multi-task and prioritise effectively Positive attitude and a professional demeanour

We offer:

Opportunity to work in a fast-paced and positive environment Be part of a supportive and collaborative team Competitive package
Job Types: Full-time, Permanent

Pay: 25,000.00-27,500.00 per year

Benefits:

Company pension
Experience:

Administrative: 2 years (preferred)
Work Location: In person