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Senior IFA Administrator, London (CR-651)

Posted 5 February by CleverHR Easy Apply Ended

We are pleased to represent a London based Chartered Financial Planners, who currently have an opportunity for a Senior IFA Administrator / Team Manager to join the business.

Ideal if you have previous management or supervisory responsibilities, this role would suit a well-organised, positive individual with excellent communication skills.

You will carry out administration duties relating to financial planning advice, ensuring that client records and the back-office system are kept up to date and to manage the administration team’s workflow, training and supervision requirements.

Some of the responsibilities include:

  • Train the team to carry out all administration duties including applications case handover, policy summaries, correspondence to clients and providers and use of online systems and websites
  • Create and maintain working relationships with colleagues, the Paraplanners and Advisers
  • Allocate work appropriately within the administration team and take responsible for the integrity of work produced
  • Provide daily and weekly KPIs and client timesheets to the line manager
  • Record the team’s workflow onto daily timesheets
  • Oversee the compliance of all new business applications in line with recommendations
  • Train others to use product providers systems
  • Process agency transfers and obtain policy information to assist with the advice process
  • Receive post each day and ensure paper work is distributed accordingly
  • Process client applications, send them to the relevant product providers, record the information on the company database (Intelliflo), tracking the applications and dealing with queries
  • Mentor all entry of client data on the back-office system and ensure client files have been scanned appropriately.
  • Correspond with product providers and clients, including obtaining policy illustrations, sending out policy documents and other general product information
  • Produce policy schedules, incorporating all product types using provider websites and telephoning for policy information
  • Create and maintain client files and update client files
  • Answer queries received by telephone, email or letter from clients and carrying out any actions required to achieve required outcomes

About You:

  • Team player with outstanding communication skills
  • Emphatic and understanding
  • Able to delegate with confidence
  • Demonstrate leadership qualities (assertive, proactive, positive mindset, forward thinking)
  • Good knowledge of the industry with 3+ years’ experience in Financial Services
  • Working knowledge of Intelligent Office

Required skills

  • Administrative Support
  • Financial Planning
  • Investments
  • Pensions
  • Intelligent Office

Reference: 34399845

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