Bond Recruitment is delighted to be recruiting an experienced IFA Administrator on behalf of our client, a well-established and respected firm of Independent Financial Advisers in Altrincham.
The Role
Meeting and greeting clients, answering and dealing with incoming enquiries
Diary Management - arranging appointments with clients and updating adviser's diaries.
New Business -
* Obtain illustrations, application documents and all paperwork required for business processing
* Processing and submitting new business adhering to the new business workflow
* Case Ownership - Following submission of new business, tracking this all the way through to completion, keeping the client updated and managing their expectations throughout.
* Letters of Authority - submitting to client for signature and to providers to get all of the required plan details for research and analysis
Existing Clients
* Portfolio rebalancing and trading
* Processing withdrawals and contributions and monitoring these through to completion
* Preparing clients packs for Annual Review meetings and then completing the work required post meeting supplied via the advisers meeting notes
General
* Minimum of 2 years experience within a financial advice firm supporting IFAs
* Very high level of attention to detail
* Ability to work independently managing their own workload of tasks delegated by team manager
* Previous experience with the following providers would be very useful in terms of familiarity with navigating their website for client information and completing transactions but also submitting new business - A J Bell, Transact, Royal London, Canada Life International
* Experience using back office system Intelliflo and any experience of the following would be very useful but not essential - Defaqto, O&M profiler, IO Planning (Cashflow planning)
Full office based, no working from home, full time 9.00-5.00 Monday - Friday, 24 days holiday, Available following 3 months permanent service - Income Protection - 75% of salary, payable after the 13-week deferred period. Group life cover (death in service) - 4x salary