Overview
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.
Responsibilities
* New Business
o Obtain illustrations, application documents and all paperwork required for business processing
o Processing and submitting new business adhering to the new business workflow
o Case Ownership - Following submission of new business, tracking this all the way through to completion, keeping the client updated and managing their expectations throughout
o 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
o Portfolio rebalancing and trading
o Processing withdrawals and contributions and monitoring these through to completion
o Preparing clients packs for Annual Review meetings and then completing the work required post meeting supplied via the advisers meeting notes
* General
o Minimum of 2 years experience within a financial advice firm supporting IFAs
o Very high level of attention to detail
o Ability to work independently managing their own workload of tasks delegated by team manager
o 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
o 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)
Requirements / Qualifications
* 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
* Familiarity with the following providers would be useful: A J Bell, Transact, Royal London, Canada Life International
* Experience using back office system Intelliflo; familiarity with Defaqto, O&M profiler, IO Planning (Cashflow planning) would be useful but not essential
Benefits and Details
Full office based, no working from home, full time. 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.
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