Part Time IFA Support Administrator

Recruiter
Coast Specialist Recruitment
Location
Woking, Surrey
Salary
26000.0000
Posted
08 Jul 2017
Closes
07 Aug 2017
Contract Type
Permanent
Hours
Part Time

Part Time Administrator

25-30 hours per week, hours to suit

£11-£13.00 per hour

Responsibilities

  • The Administrator will implement a review process for the client's financial review in preparation for client meetings;
  • Update factfind and valuations, contributions and withdrawals in Intelligent Office;
  • The Administrator will help prepare and implement quarterly / annual reviews;
  • Under the direction of the IFA, may input applications online;
  • The Administrator will chase companies for updates on plans submitted;
  • Chase any outstanding fees;
  • Obtain quotes from companies;
  • Email or post newsletters or other marketing information to clients;
  • Assistance with any other marketing;
  • You may be required to write a simple suitability letter with the IFA’s supervision.

Typical Duties

  • Managing filing systems;
  • Developing and implementing new administrative systems, such as record management;
  • Responding to customer general enquiries;
  • Attending training courses as appropriate.
  • The role of Administrator can also include assisting the IFA in reviewing, analysing, and preparing financial plans for clients.
  • Completing SageOne accounting entries
  • Training any new recruit in systems including Intelligent Office, Standard Life WRAP, Fidelity and PPOL

Requirements

  • Good GCSE grades in Maths and English A-C or equivalent