IFA Administrator
Glossop
Salary up to 28,000
NJR Recruitment are currently working in Partnership with a boutique firm of Independent Financial Planners servicing a bank of very High Net Worth clients. An experienced IFA Administrator is required to join their small but busy team based in Altrincham.
The objective of this role is to support the advisers with an efficient administrative support function; and to ensure that work is processed accurately and without delay.
Key responsibilities:
Send letters of authority and requests for information to providers. Chase information and check that everything is obtained in order to progress the case
Set up and input client data in the back office system (Intelligent Office)
Use provider platforms to process new business, ensure that all requirements to complete the business are met
Liaise with providers to ensure that new business is transacted correctly
Prepare client files for annual reviews including obtaining plan valuations
Process fund switches on provider platforms
Produce client letters as required
Assist the advisers by providing administrative support to complete actions from client meetings
Maintain the accuracy of client data by continuously updating records and logging case activity
En...