IFA Administrator

Job Location	Borehamwood
Education	Not Mentioned
Salary	£28,000 - £33,000 per annum
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent, full-time or part-time

The role will see you working closely with the Adviser Support Operations Manager and established team of Administrators to provide an integral function to the wider team.

Client Administration Support and Servicing to include:
Processing and chasing new business
Illustrations and projections
Valuations
Assist with the daily telephone answering within the team.
Accurately update and maintain information on the back-office system
Liaising with providers to obtain fund values/unit prices/transaction statements
Preparation of enclosure documents for suitability reports
Liaising with clients and providers
Raise invoices where required, and ensure all remuneration records are correct, actively chasing Providers and Clients where remuneration is outstanding
To comply at all times with the Compliance and Training and Competence Procedures of the Company.
Action post in and out, sort, prioritise on receipt, scan and refer to appropriate adviser as and when applicable within acceptable time scales.
Prioritise and action all activity entries allocated for your clients taking into consideration all the work being undertaken for the clients allocated to you.

Preparation for client meetings within agreed timescales following the Company’s Procedures to include all meeting pack documentation.

APPLY NOW

IFA Administrator Related Jobs