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Ifa Administrator

Location: DOYNTON, AVON, UNITED KINGDOM Salary: 24,000-32,000 GBP (UK Pounds) Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: 1
Posted: about 2 months ago Reference: X3-397124

My client have just opened a new office in a lovely rural village of Doynton, conveniently situated just 5 minutes from the M4. They currently they have 6 IFA's 3 paraplanners and 3 IFA Administrators. Due to growth they seek another IFA Administrator to join their successful team and in return a competitive salary plus benefits can be offered plus agile flexible working from home occasionally.

Title: Client Services Administrator

Job Purpose:
To provide comprehensive support to the financial planners & paraplanners in providing an excellent service to clients of the firm. Manage the client review and new business processing.

Key Responsibilities and Accountabilities:
1. Business Processing:
• Check accuracy and completeness of new business documentation
• Ensure that all business applications are processes accurately and efficiently, in a compliant manner to the firms standards
• Ensure all supporting documentation is maintained as per company procedures
• Record fees
• Ensure all work is followed up promptly in line with company standards
• Send letters of authority, gather accurate information and pass to paraplanner for analysis
• Obtain illustrations and application forms
• Portfolio valuation production
• Ensure fund switches / rebalances are carried out accurately and within company timescales
• Prepare packs for potential new clients
2. Client maintenance:
• Provide an efficient, friendly, and professional point of contact for clients and enquiries, by phone, email and in person
• Deal and allocate accordingly incoming post
• Input and maintain accurate client records on the back-office system, Platform and any other IT systems e.g. cashflow & risk profiler
3. Review:
• Organising client review meetings by phone, email and in person
• Prepare client review pack including valuations & supporting paperwork
• Support paraplanner & financial planner in delivery of review
• Implement agreed actions in coordination with the paraplanner
4. General:
• Filter general information, queries, phone calls and invitations to planners by redirecting or taking forward such contact as appropriate
• Other duties as directed by management

PERSONAL SPECIFICATION
EXPERIENCE
At least 2 years experience working as an IFA administrator
At least 2 years working within a financial planning environment
QUALIFICATIONS
Certificate in Financial Planning or equivalent
KNOWLEDGE
Microsoft Word, Excel and electronic diary management
Financial Services back office systems
Advanced Excel
Knowledge of Financial Services Products
SKILLS
Interpersonal skills to develop and maintain client trust and inspire confidence
Able to communicate effectively in verbal and written form
Highly organised, methodical and disciplined
Shows initiative and takes personal responsibility for completing tasks
Able to work within defined business processes
Adopts a positive attitude, willing to assist others when busy
Able to work under pressure on occasions to achieve deadlines
Attention to detail
Ability to achieve agreed outcomes without supervision
Prioritise and plan own workload

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