IFA Administrator - Wealth Management IFA, Financial Services

Posted 29 July by Astral Recruitment

Our client is a successful and established IFA firm bbased in Worthing and they are currently looking for an experienced Administrator to join their team

Purpose of the position:

Assisting with back office administration. Including pre-sales related requests for illustrations, application forms and fact sheets. To process new business applications and deal with existing business-related enquiries

The role is open to someone who wants to get into Financial Services and progress or someone who is experienced and content to remain at the administrator level.

Key responsibilities and duties:

Client Administration

  • • To produce all quotations, application forms and fund fact sheets for the Advisors prior to client meetings
  • • To process all new business applications by submitting to providers (either online or in post), updating client database, maintaining day book records
  • • To produce Letters of Authority for new clients to service policies
  • • To produce any Letters/Forms required for switches, encashments etc.
  • • Ensure compliance requirements are met on all new business cases
  • • Weekly chasing of all new business cases
  • • Weekly chasing of all existing business enquiries
  • • Scanning files onto client database records
  • • Maintaining client database records
  • • To produce client portfolio valuations from various investment providers

Base from £22-28000 dependent on experience plus benefits

Required skills

  • Financial Planning
  • Financial Services
  • Independent Financial Advice
  • ifa
  • financial advice

Application question

Do you have Financial Services Administration experience?

Reference: 43076571

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