Naukrijobs UK
Register
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
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs
Job LocationNewcastle Business Park
EducationNot Mentioned
Salary26,000 - 30,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Central Employment are pleased to be working with a financial management company based in Newcastle, due to growth they are looking to onboard an IFA Administrator.Purpose of the IFA Administrator:The purpose of the IFA Administrator is to provide support to the Financial Advisers, while representing the company and the clients they work with in a professional manner.Key Responsibilities:

  • Prepare information packs prior to client meetings
  • Obtain information from providers and prepare client history is up to date
  • Input all client information into the back-office system
  • Record all tasks within the agreed time-frame and ensure that the client history is up to date
  • Collate all documentation and ensure that the New Business pack is complete prior to submitting applications to providers
  • Obtain regular updates from the providers
  • Input any electronic applications forms as required
  • Upload documentation into the back-office system and scan other documents as required
  • Liaise with product providers and the commission department to resolve queries
  • Liaise with the Wealth Management team to ensure client expectations are met
  • Provide regular updates to clients
  • Be the main point of contact for client administration queries
  • Deal with the client and provider correspondence
  • Ensure that the client file is compliant
  • Familiarise yourself with client circumstances, objectives, and timescales
  • Be responsible for scanning and archiving client files
  • Identify any improvements that can be made
  • Participate inappropriate company and departmental training, competence, and development initiatives
Essential Experience:
  • Accomplished administrator
  • Outstanding verbal and written communication skills
  • Excellent telephone manner and ability to deliver exceptional client-centric service
  • Superb attention to detail and ability to deliver a high standard of work
  • Able to work independently and demonstrate initiative
  • Organised and able to manage workflows to timescales
  • Enthusiastic, energetic and a team player
  • Uphold strong values - honesty, integrity, and ability to maintain confidentiality
  • Proficient in Microsoft Office, particularly Outlook, Word, and Excel

Keyskills :
Financial ManagementMicrosoft OfficeTelephone MannerWealth ManagementWritten Communication

APPLY NOW

© 2019 Naukrijobs All Rights Reserved