IFA Financial Administrator

Posted 23 May by Heritage Investments
  • Requesting and collating policy information and letters of authority. To assist with product and fund research via SelectaPension, Assureweb and FE Analytics.

  • Administering new business to include checking and forwarding necessary forms, processing cheques and tracking the business to completion.

  • Liaising with providers, uploading documentation accurately. Ensuring the appropriate people are aware of any fees due and future review dates.

  • Preparing documentation in respect of client review packs, liaising with the directors, IFAs & reception to prepare documentation ahead of clients’ appointments.

  • Dealing with general administration and servicing such as death certificates, change of personal information etc.

  • Continual maintenance of Standard Life/Old Mutual client platform accounts, for example sale & subscribe, rebalancing, withdrawals and maintaining cash balances.

  • Ensuring all administration and systems are maintained to meet the standards required for audit and compliance.

  • Providing an outstanding and timely level of service in all communication with clients.

  • Obtaining new business illustrations and platform comparisons. Preparing sign up packs for advisers.

  • Completing rudimentary recommendation report.

Required skills

  • Flexible Approach
  • Dependable Team Player
  • Attention to Detail
  • Accuracy
  • Excellent administration

Application questions

Do you have any relevant financial services qualications?
Do you have experience of working in an IFA office?

Reference: 35211001

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