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IFA Administrator

Posted 25 April by Nelson Scott
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Salary icon £28,000 - £32,000 per annum
Location icon Penn , Buckinghamshire

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  • New business submission and tracking to conclusion
  • Day to day client management, processing any queries which may arise
  • Processing investment trades, fund switches, and contribution/income requests
  • Liaising with clients, product providers, and other relevant third parties
  • Ensure the back office systems (intelligent Office and Volume) are kept up to date
  • Issue letters of authority, chase for policy information, build schedules, and add existing policies to the back office systems
  • Processing Adviser income via Intelligent Office
  • Obtaining illustrations and supporting literature
  • Supporting the Advisers in research and analysis to meet the Client needs and objectives

Reference: 52532371

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