We are currently recruiting for a Financial Planning practice in Coggeshal who are looking to recruit an IFA Administrator to join their busy team.
They are currently looking for an experienced Financial Services Administrator to join their support team to provide pre- and post-sales support to the Financial Advisers, ensuring that client documentation/requests are accurately processed and completed within the required time scales; and in accordance with the compliance guidelines as defined by the company.
The ideal candidate would love all things admin, supporting and working as part of a team with Wealth Planning experience. Providing a high level of support to clients in an efficient, compliant and professional manner.
Experience:
1. Computer literate in Microsoft Office and other applications
2. Excellent communication skills both written and verbal.
3. Client-centric approach
4. Organised and highly motivated.
5. Good levels of industry knowledge
6. Good attention to detail
7. Accurate data entry and record-keeping skills
Key Responsibilities:
8. Telephone answering
9. Sorting and distributing post.
10. Submitting new business and tracking through to completion
11. To obtain illustrations, key features and application forms from Platforms & Providers as required.
12. Compile client meeting packs containing documentation such as, but not limited to, valuations, client agreement, fact find, risk questionnaire and profile for the Adviser to use at client meetings.
13. To post client documentation to the client or product providers as appropriate.
14. To issue signed letters of authority to providers and obtain standard policy information to then update client policy records on receipt of the information using Intelligent Office.
15. To accurately maintain client personal details and policy information
16. Deal with and respond to written, telephone and electronic general enquiries for Advisers, colleagues, clients and providers.
17. Provide clients with timely and accurate information and obtain any new business information and existing policy information from clients where required.
18. Maintaining relationships and contacts with providers to ensure a professional service.