Financial Services / IFA Administrator

Financial Services Administration

Reference ID

AL853

Category

Financial Services Administration

Salary

£20,000 - £26,000 depending on experience + benefits

Contact Person

Angela liscombe

Job description

My client is an award-winning IFA, dealing with both Private and Corporate clients and due to continued growth, they are now looking to appoint a further financial services administrator.

The main function of the role is to ensure that all administration for life, pensions and investments submitted business is effectively managed to completion, and that the financial advisers are provided with a first class administrative support service.

Key Accountabilities

  • Creating New client packs and Review Packs
  • Checking Fact Finds are fully completed
  • Inputting Fact Find details into Client Database
  • Preparing & sending off authority letters
  • Inputting policy details of existing plans once received from providers
  • Scanning all documents/emails provided by Planner into Client Database
  • Checking all Anti Money Laundering information is current and relevant checks have taken place
  • Checking Fact Find/Client Agreement/Letter Of Engagement is signed and dated
  • Obtaining illustrations, application forms, Key Feature Documents and other relevant supporting documentation
  • Submitting new business to provider or submitting applications on line and tracking to completion
  • Ad hoc valuations
  • Trades - placing, chasing and updating
  • Ensuring Financial Planning figures are sent to clients for update and revision in preparation for next meeting
  • Updating cashflow models in preparation for review meetings
  • Telephones & Meet & Greet

Qualifications:

CII qualifications preferred

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 with high level of word processing and spread-sheet knowledge

Personal Skills

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