IFA Administrator

Posted 26 October by Independent Resourcing Consultancy
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IRC is has been retained by our client, an established Financial Services practice in Devon to recruit a full time experienced Senior IFA Administrator to join their busy team. This is an excellent opportunity for an experienced IFA Administrator to join a well know practice who will support your career development

Experience in Financial Express and Intelligent Office an advantage.

Key element of the role will be:

· Generating Invoices and following up on payments

· Reviewing advisor’s files to ensure they are complete prior to compliance sign off

· Apply for illustrations and quotes from service providers

· Co-ordinating IO commission/fee reports and updating all incoming statements

· Consider systems and processes to improve better methods

· Assisting associates to guide them through the processes & procedures

· Dealing with queries from clients, Advisers or colleagues, taking the appropriate action to ensure the query is dealt with in a timely and effective manner

· Issue and monitor LOA’s. Ensure all ceding scheme information is obtained before passing to the Associates

· Keep CRM system up to date with daily tasks completed

· Answer the telephone within the agreed service levels

. Regularly check stationary levels and ensure all items are in stock

· Prepare client service files for associates on a monthly basis

· Maintain service file return log to identify late associate submissions

· General administrative duties

If you have at least 2 years experience working within an IFA or financial planning practice and are looking to further your career and work with a very well known and respected firm of advisers then please apply today and we will contact you to run through the details.

Required skills

  • Administrative Support
  • Client Services
  • Financial Services
  • Pension Schemes
  • financial administration

Reference: 41246313

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