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Senior IFA Administrator

Chase and Holland Recruitment Ltd
Job LocationGrimsby
EducationNot Mentioned
Salary£25,000 - £35,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Senior Administrator – Grimsby – £25,000 - £35,000Chase & Holland are excited to be working with a dynamic IFA business going through a period of growth to recruit a Senior IFA Administrator be based in their Grimsby office. You will support the Advisor, providing an efficient, accurate and timely administrative support service.Senior Administrator Responsibilities:

  • Maintain an up to date knowledge of company policies and procedures
  • Ensure timely execution of client instructions, cheques, contract notes and policy documents Prepare HR related documentation
  • Personal support to the adviser
  • Monitor and manage the adviser’s diary
  • Deal with all bespoke adviser queries and requests
  • Act as a point of contact for the client in the adviser’s absence and deal with client queries
  • Process change of agency & LOAs as per the adviser instruction form
  • Add plans to Advisor Office/X Plan following receipt of LOA confirmation from provider
  • Carry out all pre submission checks for compliance and AML documents ensuring valid and certified where applicable
  • Submit to Business Processing Team all New Business Submission Sheets and Adviser Instruction Forms
  • Use common tasks, workflows and lifecycles within Advisor Office/X Plan for all client and plan related activity
  • Add new Leads and Clients onto Advisor Office/X Plan
    • Hours:Full-time, Monday to FridayRequired Skills & Experience:
  • Strong client service skills
  • Excellent communication skills
  • Strong Microsoft Office skills
  • Previous experience within an IFA Office
  • IRESS Advisor office/XPLAN experience desirable
  • Knowledge of risk profile templates such as E Value and Dynamic Planner desirable
    • If you are interested in finding out about this exciting Senior IFA Administrator opportunity, please click ‘apply now’.Chase & Holland acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. We specialise in finance, supply chain, HR, IT and office support recruitment and comfortably service Yorkshire, Derbyshire, Nottinghamshire, Leicestershire, Staffordshire and Lincolnshire.

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