IFA Administrator

Recruiter
Reward Recruitment
Location
London
Salary
25000.0000
Posted
11 Feb 2017
Closes
11 Mar 2017
Contract Type
Permanent
Hours
Full Time

Reward Recruitment are currently working on behalf of a highly reputable Independent financial advisory firm, who are looking for an Administrator to join their team and support 3 advisers. Our client is currently in the middle of a huge expansion period and will be looking to taking on candidates as soon as possible.

Job Role and Responsibilities

  • To provide efficient administrative support to a number of IFAs.
  • Preparation of correspondence including letters and emails.
  • To be a point of contact for clients, life offices and members of the business.
  • Maintain administration systems (Iress) and ensure client data is accurate and up to date.
  • Maintain Iress diary management system with daily workflow.
  • Assist with the management of the IFAs’ pipeline and portfolio of existing business.
  • Ensure appropriate documentation is scanned and attached to the relevant Client via Iress.
  • Ensure new business files are compliant with FCA and Company guidelines - liaise with the Compliance Team where necessary.
  • Prepare and format reports in line with Company guidelines.
  • Prepare new business packs for IFA client meetings.
  • Deliver research when requested using Iress exchange for protection and annuity products.
  • Obtain illustrations for products from Life Offices either on-line or over the telephone.
  • Any other reasonable request made by a Director/Manager of the business.

CONTACT SAMUEL GROOM AT REWARD RECRUITMENT FOR MORE DETAILS.