IFA Administrator

Recruiter
Vision FS Recruitment
Location
Sutton Green, UK
Salary
Competitive
Posted
25 Jul 2019
Closes
01 Aug 2019
Ref
1156656213
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
As the IFA Administrator, you will assist the Financial Planning Team at one of the UK's best known Financial Planning firms. You will enable them to meet their objectives of servicing existing clients and winning new clients. Your key duties will include:
  • To provide general administrative support to front office personnel.
  • Gather information from third party providers and internal resources.
  • Drafting letters, emails and preparing letters of authority.
  • Client contact to resolve non-advice queries.
  • To ensure that you record and maintain information on Intelligent Office in order to allow work to be logged, tracked and internal records/management information to be kept up-to-date.
  • To ensure that you file and/or store records and files in accordance with internal standards so they can be accessed and/or retrieved in an efficient manner.
  • To follow the firm's processes by ensuring adequate notes of your activities are entered in the firm's back office system and to provide clear and full instructions when passing tasks to other personnel/teams.
  • To be responsible for setting up new prospects and new opportunities.
  • To ensure correct submission of all new applications in accordance with internal/regulatory standards by effective communication, workflow management and record-keeping/database management.
  • To arrange client meetings, prepare agendas and complete the meeting work including technical and product research as required together with fund performance data.
  • To undertake annual review preparation.
  • To complete post annual review actions including updating client records on IO.

Suitable candidates will have the following:
  • At least 1 years' Financial Planning administration experience within an IFA/Financial Planner.
  • Strong Intelligent Office experience essential.

Package on offer:
  • A salary of up to £32,000 with an excellent benefits package including a pension, study support and 25 days holiday.

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