Wealth Planning Administrator (IFA Support)

Posted 6 March by Reed Insurance
My client a very successful Wealth Planning HNW IFA practice is actively looking to recruit a skilled Administrator to join their very successful Team based in Berkhamstead, Hertfordshire.  This is a very good opportunity for a skilled IFA Support Administrator looking to take on a new role.  The salary is up to £28,000 depending on level of exposure.  
The Client rewards talente and you will be recognised for your skills and exposure. 

The main duties are as follows:-

o Gather information and collate sales documentation:
o Prepare illustrations, comparisons.
o Preparation & documentation of Letter of Authorities for client existing plans.
o Completion of Plan Checklists
o Assist in compilation of Suitability Reports
o Upload documents to Caerus for compliance
o Facilitate the approval of cases which do not initially pass PFA checking and ensure papers are complete.
o When approved, submit application documentation to product providers.
o Update Intelliflo status.
o Update Database/systems.
o Ensure business issued as quickly as possible.

o Typing prepared correspondence/client reports/policy schedules.

o Pipeline management/chasing outstanding requirements at least once a week.

o General correspondence (responding to internal and external post) except where of an advisory/historical nature.

o Drafting correspondence for practice and clients.

o Screen telephone calls – handle where possible except where of an advisory nature.

o Identify and flag files and other paper records for scanning (intelligent office) /shredding.

To be considered you must be able to demonstrate the following:-

- Currently working within an IFA Support role within an IFA Practice
- Use and exposure to using Intelliflo
- Strong Wealth Planning IFA Support background

Reed Specialist Recruitment Limited is an employment agency and employment business

Application questions

Are you currently an IFA Support Administrator?
Do you have knowledge of using Intellflo?
Are you currently supporting IFA's in a Wealth Planning IFA?
Are you a Financial Planning Administrator?

Reference: 34622996

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