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Executive PA IFA Administrator, Bromsgrove

Posted 26 January by Resource Matters Ended

Position overview:

To provide timely and efficient administration support to senior IFA’s and Wealth Management’s organisational strategy


To provide comprehensive administrative support to a number of senior IFAs

The mentoring of an Administrator to assist with workload and adviser requests

Preparation of any client correspondence including letters and emails

Provide an effective link between the client and advisers ensuring that both are kept up to date with any requests that they may have submitted

Maintenance of all administration systems, ensuring all client data is accurate and up to date

Maintenance of diary management system, ensuring daily workflow is completed in line with SLA’s

The management of the IFA’s diary including the arrangement of client meetings

Ensure appropriate documentation is scanned and attached to client records

Write and format suitability reports in accordance with Company guidelines

Prepare new business and review packs for IFA client meetings

Pre-population of application forms, money laundering, fact finds and other required documentation

Obtain research when requested for protection and annuity products

Obtain illustrations for all products from providers either on-line or over the telephone

Undertake filing, photocopying and scanning duties when required

Processing fund switches on all platforms within the company SLA’s

Ensure that surrender requests are processed using SLA’s and compliance guidelines

121 meetings with IFA’s where necessary

Deal with any post in accordance with SLA’s

Any other reasonable request made by a Director/Manager of the business

Core Competencies:

Excellent interpersonal and communication skills that build relationships with internal & external clients

Able to use own initiative and takes ownership of any task through to completion

Ideally 5 years’ experience within a Financial Services Support role

A focused individual with a drive for quality and professionalism

Effective organisational and time management skills ensuring all deadlines are met

Must have knowledge of both Pensions and Investments

Experienced using Microsoft Word, Excel & Outlook

Experience of using all key financial services platforms, in particular WRAP platforms

Committed to take & pass both RO1 and RO5 exams within 12 months

Work as part of a shift rota pattern of 8am - 4pm, 9am - 5pm, 10am - 6pm

Displays a positive and flexible attitude at all times

An ability to problem solve and seek out information to make decisions

Understands the importance of when to escalate issues to Department Head

Required skills

  • Financial Services
  • Secretarial
  • WRAP
  • IFA
  • PA

Reference: 34039187

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