Ifa Administrator

Our client is looking for an IFA Administrator to join their team based in Hove. You will be working as part of a team providing timely and efficient support to the Advisers in conjunction with the Paraplanners. Responsibilities - Provide administrative support to Advisers and Paraplanners. - Input and maintain data on the Company's back office system. - Update and manage a diary system, taking action when required. - Format and prepare letters and documents. - Liaise with both internal and external contacts and clients by telephone and email. - Support Advisers in managing their pipeline and portfolio of existing business. - Communicate with Life Offices and Investment Houses when requesting information. - Prepare files for compliance checking. - Undertake filing, photocopy and scanning duties when required. - Maintain client records using the Intelligent Office system. - Keep up to date with all relevant product, legislative and technical changes. - Submit new business. - Manage client reviews, including preparing client valuations. - Prepare client reports - these may be in relation to pensions, investments Trustee Investment, IHT planning and other associated financial planning requirements. - Review products available to meeting client needs and make appropriate recommendations. - Develop productive working relationships with colleagues and clients throughout the financial services environment. - Act ethically, impartially, and always in the best interests of clients. - Follow the internal IEP processes and procedures. - Ensure compliance adherence with the FCA regulatory and legislative requirements. - Ensure IEP meet the expectations of the FCA with regards to treating customers fairly. - Act in accordance with the terms and conditions your employment contract. These duties are not to be regarded as exhaustive and you may be required to perform such other and/or additional duties within your skill-set and competence as the company may require. If you are interested in this position then please submit a copy of your CV to Sam at Artemis Recruitment.