IFA Administrator.

Recruiter
Cameron James
Location
Sutton Coldfield
Posted
19 Apr 2019
Closes
18 Jun 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Working in partnership with a Wealth Management firm based in Sutton Coldfield, I am currently recruiting for an IFA Administrator to join their hardworking team.

** EXPERIENCE IN A SIMILAR ROLE/FIRM IS A MUST **

Salary: £18,000 - £25,000

Duties will include but will not be limited to;

  • Assisting to compile Suitability Reports
  • Fees and commission processing/reconciliations
  • Preparing and processing new business through to completion in line with FCA regulations and company procedures
  • Protection, pension and investment administration
  • Submitting letters of authority and obtaining relevant information from the provider, to be presented to the IFA in a presentable manner
  • Compiling review files, including obtaining illustrations from providers
  • Liasing with providers, clients, colleagues and IFA
  • Preparing policy summaries for clients, including valuations
  • Processing client withdrawals and income drawdown
  • Reviewing platform investments, including maintaining cash balances and selling, buying or switching of assets
  • Dealing with client queries and on-going servicing
  • Maintaining client files
  • Ensuring TCF & compliance procedures are adhered to
  • Compiling and maintaining internal reports
  • Data processing
  • Answering incoming telephone calls
  • General office duties
  • Any other tasks as required to support financial services business operation and functionality
  • Previous Financial Services experience is essential
  • Experience of Adviser Office
  • Knowledge of Microsoft Office
  • Able to prioritise workload in order to meet deadlines
  • Motivated and enthusiastic
  • Good telephone manner


For further information please search `Cameron James Professional Recruitment`, visit our website and contact Rebecca Hunt.

For further information please contact me on , email

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