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Artemis Recruitment Consultants Ltd
,
Stockport, Greater Manchester
IFA Financial Administrator
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Job Type: Full-time |
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Salary: £27,000 per annum |
Overview
We are working with a highly successful Independent Financial Advisor practice based in Reading, who are looking for an experienced administrator to join their team in Stockport. We are ideally looking for candidates with excellent client relationship skills as well as strong background of administering pensions and investments within an IFA. The Role To provide pre and post-sales support to the Financial Advisers. To ensure that client documentation/requests are accurately processed and completed within the required time scales; and in accordance with the compliance guidelines as defined by the Company. To provide a high level of support to clients in an efficient, compliant and professional manner. Key responsibilities To obtain illustrations, key features and application forms from Platforms & Providers as required. Compile client meeting packs containing documentation such as, but not limited to, valuations, client agreement, fact find, risk questionnaire and profile for the Adviser to use at client meetings. To post client documentation to the client or product providers as appropriate. To issue signed letters of authority to providers and obtain standard policy information. Update client policy records on receipt of information on Intelligent Office. To accurately maintain client personal details and policy information and update on Intelligent Office. To prepare new business applications in accordance with the Company’s standard operating procedures and compliance handbook Deal with and respond to written, telephone and electronic general enquiries for IFAs, colleagues, clients and providers. Provide clients with timely and accurate information and obtain any new business information and existing policy information from clients where required. Maintaining relationships and contacts with providers to ensure a professional service Deal with any resulting fee and commission queries from the Finance Department To produce accurate, regular and ad-hoc client valuation schedules, and input into Intelligent Office. To arrange for amendments to encashment and withdrawal requests from existing client plans as instructed by the Adviser and inform the client by email where appropriate. To update Intelligent Office client records with the amendments. To ensure that Advisers and the Operations Manager are informed of any client related events and issues in a timely manner. Essential Skills Organised and highly motivated Good levels Industry knowledge Good attention to detail Accurate data entry and record keeping skills Willingness to study towards professional qualifications (desirable but not essential) Please apply to be considered for this fantastic opportunity, if successful one of our specialist consultants will be in touch within 48 hours. If you do not hear from us during this time please assume your application has been successful. Due to the number of applicants we receive we cannot give feedback to individuals. For more information visit our website or contact our office.