IFA Administrator
Central Manchester
2 day office, 3 days home
£28,000-£30,000
NJR Recruitment are pleased to be yet again working in Partnership with an impressive firm of Independent & Chartered Financial Planners based in the Heart of Manchester City Centre. An experienced Administrator is now required to form part of their growing team.
Responsibilities:
- Complete all compliance administration associated with new business.Ensure new business submitted to the insurance company is fully completed and compliant.
- Ensure that all new business is input to iO accurately, including fee/commission expectation.
- Monitor new business progress and chase outstanding documentation.
- Accurately check and issue policy documents.
- Produce quotations as requested using Assureweb or other databases as required and requesting illustrations from providers.
- Complete all general correspondence as required ensuring that the Adviser and clients are provided with an effective and efficient service.
- Produce client summaries/valuations as requested for new and existing clients within specified deadlines.
- Advise product providers of changes of agency (LOA's)
- Deal with clients in relation to queries on their policies/investments and ensuring that any necessary changes are completed by the product provider.
- Maintain up to date records for new business submissions and pipeline.
- Liaise effectively with clients, product providers and Directors.
- Provide any general information as requested by clients, Directors or the management team.
- Answer the telephone in a polite and professional manner.
- Assist other Administrators/Advisers as required/requested.
- General typing of correspondence.
- Co-ordination of Adviser's diary, such as making appointments.
- Attend relevant internal or external training.
- Attend provider training sessions in relevant subjects.
- Undertaking any other reasonable duties, as requested.
Skills/Knowledge/Experience:
- Previous experience in an IFA environment
- Interpersonal skills - able to work as part of a team and communicate professionally with clients
- Proactive - willing to continue to develop, be enthusiastic
- Highly organised, methodical, disciplined and meticulous
- Ability to prioritise
- Computer literate - Outlook, Word, Excel
- Excellent keyboard skills
- Knowledge of Intelliflo (iO), provider websites (particularly Cofunds/AJ Bell) would be preferable
The successful candidate will :
- Have 4-5 years administrator experience
- Ideally gained in a whole of market IFA/Wealth Management practice
- Knowledge of pensions/ISA/GI/bond/Trust Products
- Knowledge of platforms - we mainly use Quilter,Aegon (Cofunnds) AJ Bell & FundsNetwork but do have products with other platforms
- Knowledge of IO ( ideal but essential )