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SF Recruitment
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Bromsgrove, Worcestershire
IFA Administrator
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Salary: £21,000 per annum |
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Overview
IFA Administrator Maternity Contract £21,000 - £26,000 Bromsgrove SF Recruitment are working with a leading national IFA company in the Wolverhampton area. They are looking for an IFA Administrator to join them on a contracted basis. As the successful IFA Administrator, your key responsibilities will be: - 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 operate and manage an effective diary within Intelligent Office to ensure that all activities are planned for and carried out in a timely manner. - To ensure that Advisers and the Operations Manager are informed of any client related events and issues in a timely manner. - To provide cover and carry out duties for other Administrators in the team, in their absence. Experience Required: - Computer literate in Microsoft Office and other applications - Excellent communication skills both written and verbal - Organised and highly motivated - Good levels Industry knowledge - Good attention to detail - Accurate data entry and record keeping skills If you feel you fit the criteria for this role please apply here or email