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| Job Location | Norwich |
| Education | Not Mentioned |
| Salary | Competitive salary |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
We are currently working on behalf of a prestigious and well-respected Financial Services company based in Norwich looking to grow their business. They are on the lookout for a confident and experienced IFA Administrator who enjoys working in a fast-pacedenvironment. They are offering a very generous benefits package as well as an exceptional salary!Key Responsibilities: · Organise and diarise meetings on behalf of the advisers. · Answer calls and email queries as appropriate and act on all non-technical queries.· 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 several 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.· 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· Assist the team in complying with FCA and internal compliance procedures, ensuring all client files and information remain compliant and confidential.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 FCA rules and compliances in order to effectively carry out the role. · Work to pressing deadlines. · Organisation, time management and prioritising skills. · Work well under own initiative, with a common-sense approach to problem solving.Benefits:· Competitive salary.· 25 days holiday plus bank holidays. · Annual discretionary bonus.· Free parking. · Support for taking relevant exams.V/12544
Keyskills :
Financial ServicesProblem SolvingTime ManagementIFA administrationFCA rules