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IFA Administrator

Salary Competitive
Type Permanent
Location Manchester
Sectors Wealth & Asset Management
UK & Regional
Job Reference UK02/MAS/27261
Contact Mark Singleton
Date posted 20-10-2017

My client is currently looking for an experienced IFA Administrator to join their team in Cheshire.

Provide an efficient, friendly and professional service to both clients and IFA's
Dealing with adhoc queries from Advisers/clients/providers (pre and post sale)
Tasks to be recorded and maintained via back office systems
Maintenance of client files
Processing letters of authority
Liaise with 3rd party providers and Paraplanners
Preparing client meeting packs
Gather quotes / illustrations / fact sheets / order projections
Booking client review appointments and managing IFA's diary
Print and bind client suitability reports
Process client withdrawals
New business processing
Loading relevant data on to CRM database
Update IFA and client of progress on new business cases
Maintenance of all client policy data and associated income expectancy's

Knowledge, skills and experience:

Experience in an administration role within the financial services industry, ideally within an IFA practice
Certificate or working towards Certificate in Financial Administration
A good knowledge and understanding of a wide range of financial products, including employee benefits products
Good knowledge of regulatory requirements
Experience of working within defined service standards, policies and procedures
A proven track record in delivering excellent client satisfaction
Excellent accuracy skills and attention to detail
Excellent communication and interpersonal skills
Excellent accuracy skills and attention to detail
Ability to build and develop effective working relationships at all levels
Excellent administrative, planning and organisational skills
A team player with an adaptable and flexible approach to work to suit business needs and changing priorities

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Contact Mark about this job

VP, Consultant