IFA Administrator

Are you an experienced IFA Administrator looking for a new opportunity? Do you want to work for a highly successful company who are experiencing humongous growth due to their continued success? If so, this could be the perfect role for you!
What's in it for you?

• Salary: up to £30,000 doe
• Hours of work: 9am - 5pm with a 1 hour lunch (35 hours per week)
• Life Assurance
• Group Income Protection
• Location: Warwick

Duties/Responsibilities:

• Administrative Support to Financial Planners and Team Leader
• Obtaining provider information and collating these together with relevant client specific illustrations required to assist adviser with their recommendations and enable paraplanners to produce comprehensive reports
• Processing New Business following adviser handover
• Ensuring all compliance documents on file/provided by adviser prior to submission
• Ensuring client advised of progress throughout this process
• Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations
• Producing Risk Profiler results where required
• Processing and monitoring switch directly with provider or electronically via platform
• All above is to be adhered to in line with the WS Fund Switch Process
• Preparing valuation reports
• Preparing supporting performance documentation for client review appointments
• Preparing review checklist for adviser/client appointments
• Preparing any documentation required (compliance or policy specific i.e. death benefit nomination form)
• Preparing half yearly valuation reports for issue to client (postal or electronic)
• Completing withdrawal instructions on behalf of clients/advisers, as directed by adviser
• To provide an efficient, high quality and compliant service to our clients. Deliver a full customer service in a professional, timely and efficient manner.

Skills/Experience required:

• Previous experience as an IFA Administrator is essential
• Demonstrating good customer communication and relationships
• Team working and collaboration
• Planning and Prioritising
• Using systems and processes
• Demonstrate honesty and integrity
• Adaptability
• Enthusiasm
• Dependability
• Personal commitment

Please apply today of this sounds like you!

KSBirmingham

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As an Equal Opportunities employer we welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.