IFA Administrator

Posted 14 March by Blakemore Recruitment Easy Apply Ending soon

A leading IFA based in Twickenham is currently seeking a IFA Administrator to join their team to provide client administration support to the Independent Financial Advisers.

The successful candidate will have experience within an IFA firm.

Main duties include but not limited to:-

  • Set up current plans on Client management system
  • Send requests for information
  • Liaising with providers as necessary
  • Assist & support the Paraplanner if required
  • Gather income and expenditure information and update fact find information, by phone or post
  • Prepare client packs for adviser
  • Check fees received vs expected
  • Review client reports & fact finds
  • Prepare annual reports
  • Send out recommendations & monitor receipt of signed forms
  • Maintaining accurate and up-to date client records on server and Intelliflo
  • Set up & maintaining the client, plan or tasks on various systems
  • Prepare applications
  • Liaising with clients advice, Pension transfer/set up, Investment transfer/set up mortgage/re-mortgage, Protection and any other transactional processes.
  • Liaising with providers or lenders throughout the above post advice process, maintaining the client/plan/task
  • Liaising with solicitors and Doctors as required, maintaining the client/plan/task
  • Updating client management & compliance systems
  • Creating letters, faxes or emails including mail & email merges where necessary, saving to server if required, liaising with appropriate director
  • Ensure anti-money laundering procedures are completed
  • Ensure client files are compliant
  • Creating reports from Client Management Systems
  • Problem solving system errors and monitoring their resolution
  • Recommend improvements to process will be expected

Person Specification

  • In-depth and broad experience of working in a financial services client support role
  • Ability to work on own initiative and autonomously and adhere to process
  • Work as part of a small multi-disciplinary team
  • Demonstrate effective organisational skills of own workload, to work on multiple activities and meet conflicting workload requirements
  • Proactive approach to problem-solving, a "can-do" approach
  • Excellent inter-personal and communication skills, both verbal (over the phone, face to face, promoting the company, negotiating, using tact and diplomacy) and written (use of email, creating letters, maintaining client records)
  • Use of Financial Services specific client management systems
  • Use of Platforms and provider systems
  • Adaptable to changing multiple systems & processes
  • Demonstrate attention to detail and high level of accuracy
  • Ability to use MS Office, including Word, Excel and Outlook
  • Proven commercial awareness, striving and driven towards excellence

Required skills

  • Administrative Support
  • Financial Services
  • sales support administration

Reference: 34681843

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