We are currently recruiting for a Financial Planning practice based in Deddington who are looking to recruit a Part-Time IFA Administrator to join their team. 3 days a week Tuesday-Thursday. This would be supporting one Financial Adviser and Paraplanner
Job Description
- Liaising with clients to obtain personal information, NI numbers, addresses and policy details. Confirming change of address
- Answering phone calls and allocating the relevant follow up
- Booking meetings and follow up appointments. Running all diary and schedules through activity management and outlook
- Sending pre meeting information, letters, maps and welcome packs
- Sending follow up letters and requesting ongoing information
- Dealing with providers to obtain: Quotations, illustrations, transfer values, plan encashment and surrenders
- Completing compliance requirements and Anti Money Laundering checks for all clients
- Producing weekly cash reports via Transact
- Updating CRM with new client information and updating existing client details
- Submitting new business online. Obtaining quotes via The Exchange / Web Assure
- Liaising with accountants and solicitors for mutual clients
- Managing Letters of Authority from start through to collation of information
- Dealing with Providers to instruct sales (with the guidance of the planner) and transferring cash into and out of plans
- Pension Transfer establishment and dealing with external pension providers
- Arranging annuity details and drawdown set up
- Entering fees and adviser charges on CRM and sending invoices to clients and providers
- Review pack preparation
- Create and send out Adviser Charge letters and emails to all clients
- Stationery and office supplies ordering
- Handling post - daily
- Scanning - daily
- Maintenance of office - clean working environment. Team refreshments
- Setting up meeting room and clearing afterwards. Refreshments and meet and greet. This can be for zoom or in person