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Blakemore Recruitment
,
London, Greater London
IFA Administrator - Enfield
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Job Type: Full-time |
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Salary: £25,000 per annum |
Overview
We are currently recruiting for a highly regarded boutique financial planning company based in Enfield who are looking for an experienced IFA Administrator to join their team. General Responsibilities and Duties To provide administrative support to IFAs and/or Director of the firm in particular to advice, record keeping and business processing and managing of the firm’s clients and plans with providers. Relevant Skills and Knowledge Working knowledge of IO Software and Microsoft Office suite. IFA/Financial Services Experience of products and a basic understanding of FCA regulatory framework. Knowledge and understanding of firm’s procedures and requirements for business processing. Understanding of the provision of advice to clients in a compliant manner as detailed in the firm’s compliance manual and procedures. Training and Support will be offered and provided regarding systems, procedures, tools and IO (back office database) to enable the candidate to meet responsibilities and duties. Specific Responsibilities Ensure all dealings with customers are carried out in a professional and courteous manner. Liaise with clients with queries and questions and/or third parties to ensure tasks and cases are processed satisfactorily and in a timely manner. New Business Processing and recording on back office and Platforms; Updating Factfinds and IO generally, including tasks and notes. Undertake sufficient product and market research for specific cases when requested using Analytics and O&M. Provide Schedules of plans and policies, including Income or Asset schedules when required using Exel and/or Word. Prepare meeting packs in a timely manner for IFAs. Complete satisfactory New Business Submission Sheets and Replacement Contract Forms where required. Maintain IO task records and report to IFA and managers where necessary to avoid potential time delays and issues. Scanning of paperwork to IO. Communicating verbally and in writing with providers and clients on basic tasks. Deal with queries and questions from Advisers and/or clients. Arrange and complete transactions on plans using relevant Platforms e.g. investment fund switches and withdrawals. Assist with ad-hocs tasks and requests as they appear.