IFA Administrator – LONDON OR BATTLE based
Looking for a job that has purpose and where the part you play makes a real difference? Well, Path, are an IFA that specialises in ethical, green and positive impact investment strategies, and we are seeking an Administrator to join our highly motivated team.
The Role
You will be providing administrative support to our advisors, paraplanners and management. Liaising directly with clients, providers and prospects, to provide exemplary customer service.
Primary duties:
· Preparing, issuing and processing client documentation
· Updating and maintaining client records on the CRM system (Salesforce) and Tresorit
· Maintaining excel files
· Document & letter/email drafting
· Interacting with staff, clients, product providers, platforms and prospects via email and phone
· Providing excellent customer service and support to the clients
· Answering inbound calls and handling correspondence
· Digital and physical filing / organisation – to comply with Data Protection & Data Retention Policies
· Printing, photocopying, scanning and post
· Undertaking outbound calls to qualify prospects who have contacted us to book initial meetings. (No cold calls. Training on subject matter provided)
· Managing and organising workload to ensure service standards are met
You will have previous Financial Advice services administrator experience, and salary will reflect such experience.
Training on our software, templates and providers will be provided.
Knowledge and experience of the following systems and applications is essential:
· MS Excel, Outlook & Word
Knowledge and experience of the following systems and platforms is desirable:
· Transact & Aviva
· Salesforce (CRM)
About You
Ideally you will have:
· Experience working in an IFA environment, or within the financial services industry
· Excellent MS office skills - Outlook, Word & Excel
· Experience in providing exceptional customer service
· Good telephone, email and communication skills
· Experience maintaining client records in a software system
· Ability to manage your time and organisational load
Whether you are already motivated by sustainability and ethical issues or not, an openness to these themes would be desirable.
About Us
We are Path Financial - at the forefront of a revolution in personal financial advice. We are expanding the team due to the rapid growth of our market-leading positive impact investment service.
We help customers align their pensions, savings and investments with their ethical beliefs. Many people do not realise that their financial decisions can have an enormous positive impact on the planet and its population. We are on a mission to change that.
Alongside the provision of financial security and capital growth to our clients, we have a clear focus on:
· Positive environmental impact
· Alignment with UN Sustainable Development Goals
· Ethically-led investment strategy
We've grown quickly over the last 6 years, having been covered repeatedly in the national press for our progressive ethos. We've featured in the likes of the FT, the Guardian, The Times and many others.
We're a very positive, open, inclusive, flexible and forward-thinking company. If this sounds like you, then please get in touch!
Full-time hours: 37.5 per week
· Hybrid – 1 day a week working from home possible
Ability to commute/relocate:
To either: London (SE1) or Battle (TN33) : reliably commute or plan to relocate before starting work
Path is committed to ethical, inclusive and legally-compliant recruitment and employment practices. We encourage and support applications from candidates without discrimination and operate an equal opportunity workspace.
Path is a Living Wage employer.
Salary dependent upon IFA experience and skill set. (Senior position available for the right candidate).
TO APPLY - PM me or email jonathan.cooper@thepath.co.uk