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IFA Administrator

Posted 31 January by Cameron James Featured Ended

Cameron James is working with a national firm of Financial Advisors for an experienced Financial Services Administrator within a Senior Partner Practice. An excellent opportunity has arisen for a professional, adaptable and experienced individual within a Practice based in Epsom.

The successful candidate will:

  • Providing technical support to IFAs and Paraplanner including product research (investment; pension; life assurance; protection); investment fund performance
  • All new business and servicing administration
  • Preparation of Suitability Letters and Client Reports
  • Preparation of regular Valuation Reports for investment clients
  • Preparation of paperwork for clients including new applications; servicing forms; trusts; fee agreements; invoices
  • Submission of life/investment/pension applications (paper; online)
  • Dealing with general (existing) client enquiries where no advice is required
  • Liaising between clients and IFAs as appropriate (where advice is required)
  • Liaison between IFAs and clients with insurance/pension companies and investment companies
  • General administration including setting up and maintaining client files and records

Required skills

  • Pensions
  • Investments admin

Reference: 34363759

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