• Office based
• At least a year's admin experience within an IFA, bank or financial services
• Excellent customer service, written and verbal communication skills.
  
  
  

Our client is committed to providing excellent customer service to clients, contributing to the community, caring for the environment, and fostering a collaborative and rewarding workplace. Due to internal movement, they are looking to hire an IFA administrator to provide comprehensive administrative support to a Financial Planning and paraplanning team. All advisors receive one to one paraplanning and administration support so you will work closely with two individuals, allowing you to get to know the clients, the paraplanning methods and Financial planning product and providers well.

Some of the responsibilities:

• Process new business, incremental business, surrenders, encashment, switches, alterations to policies, using company IT systems.
• Follow process from start to finish and ultimately send out policy documents/contract notes etc. and ensure that company IT systems are up to date including all scanned documents.
• Co-ordinate with providers regarding clients change of address.
• Co-ordinate with providers regarding appointment/retirement of trustees.
• Co-ordinate with providers and legal parties on any death cases.
• To prepare client files for Financial Planners and update client information on IT system prior to client visits and advise of any compliance outstanding including inserting the correct client pack.
• Collate documents and illustrations for financial plan.
• Sending/collating letters of authority/policy information and obtain policy information and literature from the internet and other sources where possible.
• To deal with enquiries from insurance companies and clients as far as possible.
• To daily check tasks on company IT systems and chase outstanding entries.
• To obtain quotations as required for corporate clients via requests.
• To produce valuations for clients as required taking into account client s service standard and record on company IT systems.
• Update client Factfinds on IT system after meetings.
• To prepare clients portfolio and set up all information and instigate PFP access with client.
• Chase initial fees from providers to ensure company cash flow is not detrimentally impacted.
• To run and analyse client profit and loss report and advise of any areas where the company is not getting the required income/fee.
• To cover reception when required to provide a professional and welcoming service.
• To identify any training needs and development you need to meet the requirements of your role.
• To do any other tasks as required from time to time.
  
  
  

An ideal candidate will have at least a year s administration experience within an IFA, bank or financial services. A basic knowledge of Word, Excel and Outlook, with excellent customer service, written and verbal communication skills.