Job Description
We are looking for an experienced IFA Administrator to join our clients team based in Abbots Langley. This position will involve supporting one IFA with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM systems and platforms.
Key Responsibilities:
1. Work as part of the Business Support Team to support client's Propositions.
2. Carry out the appointment making process for all Premium Support Consultants and any additional requests when required, managing this in a timely manner.
3. Update the back office system, to ensure accurate client data and information throughout the process.
4. Maintain fully compliant files making sure all documents are held on the client's Document
5. Management/workflow and diary system in a timely manner to allow instant access to all staff.
6. Produce client valuations in readiness for annual reviews and in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid service
7. Process servicing tasks in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid services.
8. Processing work effectively and accurately to ensure Client Services are managed in a timely manner as well a...