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Ifa Administrator

Location: WORTHING, WEST SUSSEX, UNITED KINGDOM Salary: 20,000.00-28,000.00 GBP (UK Pounds) Per annum, inc BenefitsSalary Negotiable
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: about 1 month ago Reference: X3-241940

Chartered Financial Advisers based in Worthing are recruiting due to exciting expansion within the business. My client has roughly £400 million under management and has been servicing clients across the south for over 25 years and has built a fantastic reputation in providing honest & trusted financial advice.

As the IFA Administrator you will be working within a team of other administrators to support the businesses chartered financial advisers and team of paraplanners to ensure all clients receive a smooth 5* administrative service.

Ideal candidates will have worked in a IFA practice in a administrative position where they have gained a strong understanding of financial services products. It is desired that you are ambitious for a career within financial planning and motivated towards studies- such as the level 4 diploma in financial planning. It would be advantageous if you have used back office system Intelligent office.

Duties

  • To produce quotations, application forms and fund fact
  • To process all new business applications by submitting to providers
  • To produce Letters of Authority for new clients to service policies
  • To produce any Letters/Forms required for switches, encashments 
  • Ensure compliance requirements are met on all new business cases
  • Weekly chasing of all new business cases
  • Weekly chasing of all existing business enquiries
  • Produce client valuations
  • Scanning files onto client database records
  • Maintaining client database records on Intelligent office
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