My Client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley.
Key Tasks:
* Daily contact for advisors, updating and liaising to conclude work related tasks
* Prepare client packs, brochures, applications and anything required for a client meeting
* Submission and completion of new business cases adhering to the compliance and new business processing guidelines set out. Ensuring all business is recorded on relevant data bases and stored/scanned to systems in line with the company standards
* Pipeline - ensure all business is recorded and chased through to completion, liaising with both Adviser, providers, GPs and Medical companies and recording notes for audit purposes
* Maintain client files in line with company guidelines and standards
* Prepare and maintain the client service / review list for the adviser, ensuring all are completed within the set timeframe, providing full pack including a client valuation and supporting documentation. Updating the system to ensure the next diary contacts are specifically recorded in line with the service proposition
* Letter of Authority – ensure the requests are sent in a timely manner, recorded and chased through to completion. Scanned to the system and provided to the Adviser upon completion
* Prepare cases for Paraplanning, ensuring all necessary information is on file for the report completion, liaising with relevant departments to resolve any outstanding queries
* Assist the business as and when required in various tasks upon request, including meeting and greeting clients, answering and dealing with incoming enquiries.
Main benefits:
* Competitive salary
* 28 days holidays (plus Bank holidays)
* Supported learning and development
* 1 hour early finish Fridays along with Friday dress down
* Work Place Pension
* Exam and study leave
* Staff spot bonus (monthly nominations)
* Employee Assistance Programme
For more information please contact Graeme Hyland on 07896 933622.