We are currently recruiting for a highly regarded Financial Planning practice in Penn who are looking for an experienced IFA Administrator to join their team. This is an office based role.
This company illuminate their client's financial world. Building clarity and confidence in their mind and optimising every experience they have with them.
Key Responsibilities
- New business submission and tracking to conclusion
- Day to day client management, processing any queries which may arise
- Processing investment trades, fund switches, and contribution/income requests
- Liaising with clients, product providers, and other relevant third parties
- Ensure the back office systems (intelligent Office and Volume) are kept up to date
- Issue letters of authority, chase for policy information, build schedules, and add existing policies to the back office systems
- Processing Adviser income via Intelligent Office
- Obtaining illustrations and supporting literature
- Supporting the Advisers in research and analysis to meet the Client needs and objectives
- Be conversant with, and adhere to, Company procedures and policies and the requirements of the FCA. To implement and maintain procedures in accordance with FCA regulations.