Ifa Administrator

Job Location	Blofield
Education	Not Mentioned
Salary	£23,000 - £27,500 per annum, inc benefits
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent , full-time

Job Description

Reed Financial Services are pleased to representing an Independent Financial Adviser firm based in East Anglia that provides an array of services to clients and businesses.The role will suit a confident and experienced IFA administrator who enjoys working in a high paced, friendly and supportive environment.The role invovles;Client servicing and meeting preparation• Use appropriate systems and processes to submit new business to providers.• Assist with the preparation of meeting packs for client meetings including for new business and annual reviews.• Prepare illustrations, valuations, application forms and other documents for client signing or approval.• Submit fund switches, rebalances, new business etc with a number of different platforms and providers.• Liaise with product providers to ensure all applications are received and completed. Attend to outstanding requirements, keeping other members of the team informed as necessary.Technical duties• Analyse existing products including investments, pensions, protection, mortgages, and equity release.• Conduct product and fund research.• Draft suitability reports of varying complexity for adviser approval.Correspondence and client files• Schedule and manage follow up tasks relating to client meetings and business submissions using Intelligent Office to monitor and accurately record tasks.• Ensure all client information (including meeting notes) is accurately maintained on Intelligent Office and other systems where appropriate.• Ensure client agreements, service propositions etc, are in place and are signed, documented and saved to Intelligent Office.Required skills and experience.• 3+ years’ experience in an IFA administration role.• Sound technical knowledge covering pensions, investments, and protection. Mortgage and equity release knowledge would be a bonus.• Demonstrable experience of delivering client service at the highest level.• Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role.• Relevant industry qualifications will be an advantage but are not essential.

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