Senior IFA Administrator

Accountancy jobs >> Accounting/Financial/Insurance

Negotiable

Permanent

Description

Role: - Senior IFA Administrator

Location: - Bolton

A Senior IFA Administrator is required by a reputable wealth management firm that provides advice to individuals, families and businesses.

The business continues to grow, and they now wish to recruit an additional Senior IFA Administrator to work in support to the Financial Planners.

As the Senior IFA Administrator, you will be responsible for new business administration, valuations, preparing for client meetings, servicing of existing business, client correspondence, database management and regular contact directly with clients and providers.

Main Duties of a Senior IFA Administrator:

* Be a welcoming voice on the end of the phone and have excellent communication skills

* Be able to work independently and use own initiative

* Take clear messages and understand when something is important or urgent;

* Check emails and respond appropriately

* Diary management

* Meet and greet clients

* Process daily post and maintain diary system

* Processing letters of authority and obtaining full information on clients' plans

* Keep client files in accordance with company compliance policies and procedures;

* Submit and process new business, checking all details for accuracy and completeness;

* Monitoring application progress

* Set cases up on back office software & our Networks online portal and ensure all other information is accurate and matches the full extent of the client files;

* Prepare valuations and any quotations requested by the adviser to meet their diary requirements;

* Liaising with providers by telephone/correspondence in relation to new and existing business

* Assisting with remuneration reconciliation

* Any other duties as requested by directors and manager

Previous experience within a financial services business is required.

We are looking for exceptional attention to detail, be highly numerate and literate with strong communication skills. The practice friendly, open plan and a great place to work
  • 1
  • Negotiable
  • None
  • None
  • CV-119789
  • Permanent
  • 0

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