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IFA Administrator - Chartered Firm

Location: KEMPSEY, WORCESTERSHIRE Salary: 20000 - 25000 GBP Per Annum, inc benefits
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 10 months ago Reference: 3103021
My client are a chartered firm of Independent Financial Advisers based in the heart of Worcester City Centre. With over £200million Assets Under Management, they are seeking to grow their established back office team and appoint an enthusiastic and experienced IFA Administrator to work closely with the firms’ Director.

Key Tasks:

• Scanning of documents onto Virtual Cabinet in an accurate and timely manner.
• Updating back office systems as requested to ensure records are up to date.
• Obtain values and assist with the production of the quarterly valuations.
• Raising client invoices.
• Obtain information for other team members for the purposes of advising clients when required and also collate documentation such as applications.
• Issuing Financial Planning Reports and organising documentation for signature.
• Processing advisory fund switches online and by post.
• Obtaining policy information from providers and collating into tables for use in suitability reports.
• Answer telephone calls and make sure calls are directed to the appropriate personnel and any messages are passed on.
• Preparation for client review meetings.
• Processing new business (including online submission of protection business) following the new business procedures, up to and including the issue of policy documents or similar documents.

Experience required:

• Experienced in the field of IFA Administration.
• Excellent Numeracy skills.
• Fantastic communication skills
• Able to build upon already established business relationships with Clients

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