IFA New Business Dealer and Administrator, EC2

This company is a firm of independent financial advisers and investment managers, providing advice to individual and to corporate clients. Established in 1980, the firm manages private client investments of c£0.5 billion.

All client portfolios are managed on an individually bespoke basis, primarily in portfolios of collective investments, but also in individual Gilts, structured products and money market deposits.

Key Responsibilities:

• Execute new business transactions including sales and purchases of unit trusts, ISAs, investment bonds and SIPPs

• Process written applications

• Organise fund switches

• Arrange pension contributions and transfers

• Make arrangements for life cover

• Ensure correct dealing terms are applied, with commission statement, application form and subsequent placement all thoroughly checked

• Understand and accurately interpret the instructions from the IFAs

• Ensure that relevant documentation is always completed and correctly filed

• Ensure that deals are placed in real time when approved

• Follow company policies and procedures at all times, in conjunction with an Event List for New Business (Adviser Office database)

• Follow-up on all transactions to ensure instructions are executed as requested, and in a timely manner

• Liaise extensively with insurance companies in this regard

• Monitor and summarise the status of cash balances of client accounts

Technical and Personal skills required:

• Knowledge of Adviser Office (also known as 1st, Iress, Avelo) database is essential

• Intermediate/advanced knowledge of Microsoft Office

• Attention to detail on all work performed

• Excellent organisational skills with the ability to prioritise workload

• Problem-solving approach

• Personality that thrives in a pressurised environment

• Initiative and judgement: making decisions where appropriate

• Confident, willing and approachable manner

• Team player: reliable and supportive of colleagues

• Motivated and driven to contribute and exceed in the role

• Professional approach, polished presentation and excellent telephone manner

• Good numerical skills