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IFA Administrator

Posted 9 March by Jobwise plc Easy Apply Ended

We are currently recruiting for a Client Support Administrator with a minimum of two years experience working for an Independent Financial Advisor and holding the CF1 qualification. You will be required to provide dedicated, accurate and efficient sales support service for the Financial Planning Consultant Team.This is a permanent full time role offering a salary of £23,000 per year based in the Altrincham area.

About The Role:
Providing an efficient new business processing service for sales consultants, completing trades/fund switches and liaising with product providers and ensuring that new business is set up correctly
Providing administration support in relation to valuations, transfer of servicing and client reviews to allow sales consultants to conduct efficient client meetings
Providing an effective link between the client and the consultant ensuring that both are kept up to date with all matters relating to their financial affairs
Ensuring that all client information is stored on the relevant system and it is updated accurately and timely checking that all compliance requirements are met
Preparing invoices for work completed for clients
Issuing original policy documents to clients where appropriate and checking that copy documents / contract notes are issued within the agreed turnaround timescale ensuring they are accurate and reflect the requirements of the client
Provide post meeting administration support to consultants ensuring that all work is completed within agreed timescales
Ensuring that any complaints (formal or informal), breaches or losses are reported to the Compliance Officer at the earliest possible opportunity
To undertake reasonable additional duties at the request of your Line Manager as may be required from time to time

Essential Skills & Experience
2 years experience working for an Independent Financial Advisor
Ability to build relationships
Basic knowledge of products and funds

About The Benefits
Salary £23,000 per year depending on experience
24 days annual leave
Free parking
Working hours Monday to Friday 9.00AM - 5.00PM

Reference: 34645213

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