Are you experienced in IFA Administration? Do you have excellent technical skills as well exceptional customer service skills? If so, you might be the perfect candidate for a brand new Senior Administrator role at a leading Financial Advice firm.
Our client is looking for an IFA Administrator with at least three years' experience to join their company and assist with making sure all of their client journeys run as smoothly as possible. You would be assisting with the following duties -
1. Client Servicing:
- Assisting with the production of accurate client portfolio valuations statements
- Preparing new business and managing advisers annual review processes
- Dealing with client queries and telephone calls where appropriate
- Providing Adviser with any supporting documents required for client meeting, e.g. lender specific application form, company Fact Find, client agreement, fee agreement, etc.
- Adding Fact Find and plan information onto back office system (Intelligent Office), ensuring plan information is up-to date and any transferred/surrendered plans are marked as such
2. Processing new business submissions:
- Assisting advisers in preparation of new business packs for meetings
- Obtaining literature and forms from providers and pre-completing basic client details
- Ensuring documentation for all applications is complete, as per New Business Process guidelines and to refer back to individual Adviser if this is not the case.
- Keep all parties, both client and Adviser, fully updated as processing of application proceeds by proactively pursuing underwriting. Keep detailed case notes for each application, in order that the Adviser and any team member has a clear understanding of progress.
- Regularly check with Adviser for any additional information/notes relating to the ongoing processing and update records accordingly.
- Developing good communication with individual clients to provide personal service and cultivate potential additional business.
- Liaise with product providers to ensure all applications are received, completed and attend to outstanding requirements, communicating with relevant adviser.
- Follow up on any outstanding commission and fees
3. Managing correspondence and maintaining client files:
- Linking all incoming and outgoing relevant documentation and correspondence onto client files
- All written and electronic correspondence - Conversations and emails with clients - Conversations with providers to be recorded onto back office system
- Ensuring electronic client files are organised, labelled correctly and updated to ensure information is easily accessible when required.
- Ensuring advisers produce follow-up notes to client meetings and these are recorded in accordance with company procedures
5. Essential experience required:
- Intelligent Office
- Standard Life Wrap Platform
- Quilter Wrap Platform
- Other provider platforms
- Microsoft Office packages
In return, the successful applicant will receive:
- Basic salary between £33 - 35k depending on experience
- 28 days plus Bank Holiday annual leave
- **Benenden Medical Cover
- **Workplace Pension
- **Opportunity to progress within Financial Services into more senior roles