Financial Planning Administrator

Posted 30 March by Professional Placement (Southern) Ltd
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A new opportunity for an IFA Administrator focussing on Pensions & Investments has come available.

This is a great role offering a competitive salary with company benefits making the overall package very desirable.

The role is working within the IFA admin support function whilst being supported by a team of Para planners and the Head of Administration.

The role duties are listed below and the client is looking to have someone start in January.

You will be:

Chasing providers on the progress of business in a timely and effective manner

Update clients progress of work flow

Chase client authorities with insurance companies

Ensure all documents held on client files are scanned to CRM

Issue documents to clients including post sales letters and plan schedules.


New business applications

Transfers out/in

Income Review Liaise with 3rd parties

Uploading of compliance documents to internal system in given time scales.

Adding and updating diaries with relevant updates for advisor's to be informed of

What you need to apply

We are looking for someone who wants to develop and to be part of a growing IFA practice.

We need candidate that have worked for a IFA practice or Provider previously.

Good Attention to detail

Organised and work well under pressure.

You need to have be confident working with Pensions and Investments

Working with Intelligent office or Adviser office is ideal, however full training provided.

Ideally have a relevant qualification or working towards. ( RO1) CF 1,2,3

Motivated and Positive.

If you are interested in this opportunity please apply and you will be contacted within 24 hours

Reference: 42367271

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