IFA Adminstrator, based in Romford, Essex - Salary between £30k - £40k

Recruiter
The Recruiter Specialists
Location
Romford, UK
Salary
Competitive
Posted
22 Aug 2019
Closes
26 Aug 2019
Ref
1222742591
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
A leading independent Financial Advisor, based in Romford, is currently hiring for an IFA Administrator to provide pre and post-sales support to the Financial Advisers.

This is a full time permanent postion. Hours of work: Monday to Friday, 09.00am - 5.00pm

Our client offers an excellent remuneration package and excellent career prospects.

Responsibilities:
  • To obtain illustrations, key features and application forms from Platforms & Providers as required.
  • Compile client meeting packs containing documentation such as, but not limited to, valuations, client agreement, fact find, risk questionnaire and profile for the Adviser to use at client meetings.
  • To post client documentation to the client or product providers as appropriate.
  • To issue signed letters of authority to providers and obtain standard policy information. Update client
  • policy records on receipt of information on Intelligent Office.
  • To accurately maintain client personal details and policy information and update on Intelligent Office.
  • To prepare new business applications in accordance with the Company's standard operating procedures and compliance handbook
  • Deal with and respond to written, telephone and electronic general enquiries for IFAs, colleagues, clients and providers.
  • Provide clients with timely and accurate information and obtain any new business information and existing policy information from clients where required.
  • Maintaining relationships and contacts with providers to ensure a professional service
  • Deal with any resulting fee and commission queries from the Finance Department
  • To produce accurate, regular and ad-hoc client valuation schedules, and input into Intelligent Office.
  • To arrange for amendments to encashment and withdrawal requests from existing client plans as instructed by the Adviser and inform the client by email where appropriate.
  • To update Intelligent Office client records with the amendments

Requirements:
  • Computer literate in Microsoft Office and other applications
  • Excellent communication skills both written and verbal
  • Client centric in approach
  • Organised and highly motivated
  • Good levels Industry knowledge
  • Good attention to detail
  • Accurate data entry and record keeping skills
  • Willingness to study towards professional qualifications (desirable but not essential)

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