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IFA Administrator, based in Romford, Essex

Posted on Jul 12, 2019 by CV-Library

Romford, Greater London, United Kingdom
Call Center & Customer Service
Immediate Start
£30k - £40k Annual
Full-Time
A leading independent Financial Advisor, based in Romford, is currently hiring for an IFA Administrator to provide pre and post-sales support to the Financial Advisers.

This is a full time permanent position.

Hours of work: 09.00am to 5.00pm. Monday - Friday

Our client offers an excellent remuneration package and excellent career progression prospects.

Responsibilities:

* To obtain illustrations, key features and application forms from Platforms & Providers as required.

* 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.

* To post client documentation to the client or product providers as appropriate.

* To issue signed letters of authority to providers and obtain standard policy information. Update client policy records on receipt of information on Intelligent Office.

* To accurately maintain client personal details and policy information and update on Intelligent Office.

* To prepare new business applications in accordance with the Company's standard operating procedures and compliance handbook

* Deal with and respond to written, telephone and electronic general enquiries for IFAs, colleagues, clients and providers.

* Provide clients with timely and accurate information and obtain any new business information and existing policy information from clients where required.

* Maintaining relationships and contacts with providers to ensure a professional service

* Deal with any resulting fee and commission queries from the Finance Department

* To produce accurate, regular and ad-hoc client valuation schedules, and input into Intelligent Office.

* To arrange for amendments to encashment and withdrawal requests from existing client plans as instructed by the Adviser and inform the client by email where appropriate.

* To update Intelligent Office client records with the amendments

Requirements:

* Computer literate in Microsoft Office and other applications

* Excellent communication skills both written and verbal

* Client centric in approach

* Organised and highly motivated

* Good levels Industry knowledge

* Good attention to detail

* Accurate data entry and record keeping skills

* Willingness to study towards professional qualifications (desirable but not essential)

Reference: 210402125

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