| London Jobs |
| Manchester Jobs |
| Liverpool Jobs |
| Nottingham Jobs |
| Birmingham Jobs |
| Cambridge Jobs |
| Glasgow Jobs |
| Bristol Jobs |
| Wales Jobs |
| London Jobs |
| Manchester Jobs |
| Liverpool Jobs |
| Nottingham Jobs |
| Birmingham Jobs |
| Cambridge Jobs |
| Glasgow Jobs |
| Bristol Jobs |
| Wales Jobs |
| Oil & Gas Jobs |
| Banking Jobs |
| Construction Jobs |
| Top Management Jobs |
| IT - Software Jobs |
| Medical Healthcare Jobs |
| Purchase / Logistics Jobs |
| Sales |
| Ajax Jobs |
| Designing Jobs |
| ASP .NET Jobs |
| Java Jobs |
| MySQL Jobs |
| Sap hr Jobs |
| Software Testing Jobs |
| Html Jobs |
| Job Location | Farnborough |
| Education | Not Mentioned |
| Salary | £26,000 - £28,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
Our client is looking for an experienced IFA administrator to join their team. This is a fully office-based role working within a busy environment. The company have modern offices and offer competitive benefits.Responsibilities of the role: - Sending out letters and reports to clients and providers.- Creating general letters to accompany documentation/request information.- Producing ad-hoc client valuations.- Using provider platforms to submit all expectations and implement switches etc, changes to income payments etc…- Speaking to clients and providers e.g. obtaining information from life offices and dealing with queries from clients such as issues with online access etc… - Chasing life offices for missing/outstanding information.- Scanning and attaching post.- Actioning alerts on Std Life, Quilter & Elevate Wrap platforms (insufficient income, unpaid adviser fees etc..)- Logging e-mails from/to clients and providers.- Packaging and submitting all new business to life offices. i.e. scanning documents to Gateway etc…- Uploading documents to Wrap providers and e-mailing appropriate dept. where relevant.- Completing all anti-money laundering documentation.- Submitting all File Review submissions.- Amending records, i.e. change of address etc..Previous experience required: - Previous IFA or FPC experience required- Strong administration skills- Excellent customer service skills- Competent PC skills- Ability to work in a teamPlease note:As you can appreciate we are currently overwhelmed with applications of individuals looking for both short term and permanent work and we can therefore only contact those applications that have relevant skills for positions that we currently have available.Should you not hear from us within a week, please assume you have been unsuccessful on this occasion.In line with GDPR regulations, we are making you aware that to proceed with your application we will need to contact you via email, telephone and/or text message. To receive future job alerts from us, you will be required to provide consent within our marketingpreference options. The link will be provided in an email to you. Source4 are an equal opportunities employer and complies with all relevant UK legislation. If you are successful in your application, you will be required to attend a full registration withone of our Consultants which will involve you providing a current passport, any relevant visas, a proof of address and completing relevant tests and a full competency based interview.