IFA Administrator - Fixed Term Contract

Reed Insurance
14 May 2017
13 Jun 2017
Contract Type
Full Time
Reed Insurance have an exciting opportunity for an IFA Support Administrator on a 4 month Fixed Term Contract basis. Based in North Glasgow, our client is a National Wealth Management and Accountancy firm. The successful candidate will have experience in an IFA environment and have excellent working knowledge of a full range of Financial Products.

Role Definition :

Work as part of a team to enable the Advisers to maintain a portfolio of high net worth clients through liaising with policy providers for policy details, obtaining policy illustrations, processing new business applications and tracking to completion, inputting transaction details on Adviser Office and assisting with collections of outstanding fees and commissions.

Accountabilities :

• Ensure the back office system is maintained with current client personal details and compliance information
• Liaise with product providers regarding policy details, obtain illustrations for new requests and dealing with any existing policy queries
• Ensure new business applications are processed and tracked to completion via the events lists, recording details of all transactions onto computer records (Adviser Office) accurately, timeously and in line with procedures & SLA's
• Actively pursue outstanding commissions and fees and resolve any issues which may prevent their payment
• Chase outstanding invoices
• Assist in general office administration

Reed Specialist Recruitment Limited is an employment agency and employment business