Job Description
Senior IFA Administrator
Due to continued success, our client is seeking an ambitious, proactive, and dedicated Senior IFA Administrator to join their well established and growing team on a permanent basis.
The IFA Administrator will work closely with the Financial Planners and Client Service Team in analysing a client’s existing arrangements, researching potential solutions, using cashflow modelling and preparing recommendation reports and documents required to allow the Financial Planner to present solutions to their client, and for the client to proceed with those recommendations if agreed. They will also liaise with external paraplanners / technical teams and product providers.
Key responsibilities will include:
1. To provide efficient administration, to assist the Advisers in the procurement and processing of new business and the servicing of existing clients.
2. Produce the all relevant paperwork for the client, on behalf of the Adviser, including, quotations, illustrations and valuations
3. Process all new business documentation in accordance with the agreed service and quality standards.
4. To deal with queries from clients, Advisers or colleagues, taking the appropriate action to ensure the query is dealt with in a timely and effective manner.
5. To deliver excellent client service in accordance with ...