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Ifa Administrator

Reed
Job LocationSwansea
EducationNot Mentioned
Salary£24,000 - £26,000 per annum, inc benefits
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Reed Financial services are pleased to be supporting a successful and well established National IFA Firm in recruiting skilled IFA Administrators for the followinglocations;

  • Portishead Bristol
  • Birmingham
  • Bromsgrove
This is a great opportunity for a candidate who is skilled in processing client Financial Planning Administration. The purpose of the role is to provide pre and post-sales support to the Financial Advisers and to ensure that client documentation/requestsare accurately processed and completed within the required time scales; and in accordance with the compliance guidelines as defined by the Company. In addition, to also provide a high level of support to clients in an efficient, compliant and professionalmanner.Key Responsibilities• To obtain illustrations, key features and application forms from Platforms & Providers as required.• Compile client meeting packs containing documentation such as, but not limited to, valuations, client agreement, fact find, risk questionnaire and profile for the Adviser to use at client meetings.• To post client documentation to the client or product providers as appropriate.• To issue signed letters of authority to providers and obtain standard policy information. Update client policy records on receipt of information on Intelligent Office.• To accurately maintain client personal details and policy information and update on Intelligent Office.• To prepare new business applications in accordance with the Company’s standard operating procedures and compliance handbook• Deal with and respond to written, telephone and electronic general enquiries for IFAs, colleagues, clients and providers.• Provide clients with timely and accurate information and obtain any new business information and existing policy information from clients where required.• Maintaining relationships and contacts with providers to ensure a professional service• Deal with any resulting fee and commission queries from the Finance Department• To produce accurate, regular and ad-hoc client valuation schedules, and input into Intelligent Office.• To arrange for amendments to encashment and withdrawal requests from existing client plans as instructed by the Adviser and inform the client by email where appropriate. To update Intelligent Office client records with the amendments.• To operate and manage an effective diary within Intelligent Office to ensure that all activities are planned for and carried out in a timely manner.• To ensure that Advisers and the Operations Manager are informed of any client related events and issues in a timely manner.• To provide cover and carry out duties for other Administrators in the team, in their absence.Experience and skills required:
  • IFA Administration experience is essential
  • Use of Intelligent office would be advantageous
  • Proven exposure within Financial services and understand of FCA regulations.
  • Ability to provide proactive administration support.
  • Good attention to detail qualitied and excellent communicational skills
  • Willingness to study towards professional qualifications (desirable but not essential)
This is a great opportunity to join a leading IFA who can offer genuine progression prospects, professional exam support and a starting basic salary up to 26k starting with excellent benefits. If this piques your interest please apply and I will be in touchto further discuss.

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