IFA Administrator
Exciting opportunity for a Financial Administrator to join one of UK’s leading Wealth Management and Financial Advisory specialists based in Spalding area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any organisation as it is a vital part of any business.
We are looking to speak with applicant who can demonstrate commitment, enthusiasm along with willingness to contribute to this outstanding business.
Main Responsibilities for the successful IFA Administrator:
* Comply with FCA regulation, Data Protection and Anti Money Laundering legislation.
* Prepare documentation for meetings, set up client records and gather existing plan information.
* Accurately maintain all client records with any activity undertaken.
* Action changes to clients’ policies as instructed from fund switches, withdrawals to income payments.
* Prepare application forms for different plan types (from the investment including IHT plans and offshore products to life income protection and relevant pension covers including SIPPs and SSASs) with 20+ different providers with varying requirements and processes.
* Process completed applications including trust documents and monitor progress via regular chase-ups through to successful completion.
* Update business trackers and actively maintain the client record with...