IFA Administrator (Trainee)

Recruiter
Brevere Group
Location
Gerrards Cross
Posted
06 Apr 2019
Closes
11 Jun 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Due to continued success in providing fee based advice to HNW clients, this successful IFA practice requires a professional and proactive Financial Services Administrator to provide holistic support to the IFAs and Paraplanners.

You will act as the initial point of contact for client queries as well as liaising with product providers managing and developing the administration and review process to ensure a first class service is provided to internal and external parties, your work will cover Investment, Pension and Protection planning.

The successful candidate will have in depth knowledge and understanding of the Financial Planning process; preferably have experience using Intelliflo or Advisor Office, ideally gained within an IFA practice.

Duties for this role will include:

  • Provide all aspects of technical administrative support within the Financial Services team and working closely with the Consultants.
  • Providing an efficient new business processing service for sales consultants, completing trades/fund switches and liaising with product providers and ensuring that new business is set up correctly
  • Providing administration support in relation to valuations, transfer of servicing and client reviews to allow sales consultants to conduct efficient client meetings
  • Providing an effective link between the client and the consultant ensuring that both are kept up to date with all matters relating to their financial affairs
  • Ensuring that all client information is stored on the relevant system and it is updated accurately and timely checking that all compliance requirements are met
  • Preparing invoices for work completed for clients
  • Issuing original policy documents to clients where appropriate and checking that copy documents / contract notes are issued within the agreed turnaround timescale ensuring they are accurate and reflect the requirements of the client

This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

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