IFA Administrator

Reference: AL1000

Bromsgrove
Salary to £26,000 pa + benefits

My client is an established and expanding IFA organisation and they now have an exciting new opportunity for an individual with experience within the Wealth Management arena to join their organisation. The purpose of the role will be to ensure all administration for life, pensions and investments submitted business is effectively managed to completion and issue.

Job role:

Client Servicing

  • Creating new client packs
  • Check Fact Find fully completed and input details into client database
  • Prepare & process authority letters
  • Ensure relevant documents are uploaded
  • Add Activity entries/workflows
  • Ad hoc valuations
  • Trades – placing, chasing and updating
  • Change of address
  • Maintaining scanning records
  • Preparing review pack

Compliance

  • Perform relevant anti money laundering checks
  • Check compliance documentation is completed

New Business Submission

  • Submit new business to provider or submit applications online
  • Use client database to track new business and current position, updating Planner accordingly

Other duties

  • Telephones
  • Meet & Greet

Skills, Knowledge and Behaviours:

  • Minimum of one year in a Financial Services Administration role
  • Excellent understanding of the financial planning process
  • Excellent communication skills at all levels
  • Excellent telephone manner
  • Excellent team player
  • Proficient in IT skills

Personal Skills

  • Good planning and effective organisational skills
  • Computer literacy
  • Honesty and integrity
  • Methodological approach to work

If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications within 10 days.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.

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