IFA Administrator

Posted 15 August by Accountancy Divisions Limited
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IFA Administrator

Bracknell

£30k

Financial Divisions are delighted to be supporting a leading independent firm who are growing at a phenomenal rate. They have a team of approximately 60 staff across 2 offices and they are planning on opening another office very shortly.Responsibilities
  • Setting up new clients on the back-office system and ensuring that the system is kept up to date.
  • Collecting policy/plan information from Providers for all new plans ready for analysis and updating the system accordingly.
  • Preparation of documents for meetings.
  • Preparation of forms following on from recommendations.
  • Processing of new business.
  • Renewing and administering Group Employee Benefits.
  • Understanding fee reconciliation and assisting where required.
  • Obtain client illustrations.
  • Assist the Paraplanning team with running of the Model Portfolio Programme (mail merge to clients and subsequent switching).
  • Where necessary liaise with client, Paraplanner and Adviser during application process.
  • Ensuring compliant and TCF advice processes followed.

Experience:

  • Minimum of one year experience within an IFA practice and 3 years’ experience in a financial services support role, preferably for an Independent Financial Adviser.

For consideration please forward your CV to Madeleine Kerrane at Financial Divisions

Reference: 35884123

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