This Technical IFA Administrator job in South Leicester provides opportunity to join a local Financial Services firm.
In this Technical IFA Administrator role, you will be providing full end-to-end support to a Financial Adviser, ensuring the client receives first-class service. This is a well-rounded role with responsibilities including:
* Liaising with the Financial Advisers to discuss what tasks need undertaking for each client
* Obtaining and processing Letters of Authority
* Obtaining recent product valuations
* Preparing client meeting packs with the correct, up to date information and drafting cashflow modelling
* Action fund switches
* Assist with ensuring attitude to risk questionnaires are completed
* Organising client appointments and ensuring the Adviser is prepared accordingly
* Processing new business cases
* Liaise with providers to chase / resolve and issues and update the relevant individuals accordingly
* Undertaking general administrative duties such as photocopying, letter writing, phoning clients / providers
Our client would provide full on-the-job training to enable you to succeed in your role.
The Company
Our client provides independent advice to ...