IFA Administrator

Clark James are delighted to be working with a successful firm of financial advisers, based in the Huntingdon area, who are looking for an experienced IFA Administrator. The company pride themselves on having a wealth of experience with a professional approach to assisting individuals and businesses in many aspects of financial planning. They go that extra mile to provide a friendly and personal service to ensure total satisfaction from their clients. The company prefer to take a long-term approach and take the time to fully understand their clients’ needs and aspirations. We will prioritise your objectives and we will only recommend the services you really need. Working as IFA Administrator, you will be responsible for providing administrative support to the Financial Planners, to ensure the efficient processing of business, effective management of day to day tasks and that clients receive a high level of service when contacting the practice. You will be working within the immediate Administration Team; the Administrators will work together to make sure all Admin for the Practice is completed by set deadlines and with accuracy in a high-quality presentation of work. Main duties will include, but not be limited to: Answer incoming calls, responding to client queries or where appropriate. • Manage the reception desk and initial client contact when the Business Support Officer is unavailable. This includes helping with the incoming and outgoing post. • Monitor Advisers diaries for meetings, prepare relevant pack and gather information requested. • Keep up to date the Admin Work Sheet and the Advisers Work in Progress Sheet including updating progress and adding new tasks • To manage your inbox daily, action and file emails appropriately. To also help manage the Admin reminder calendar daily and alert the relevant staff member to the reminder. • To ensure all information is entered onto the practice CRM system and database maintaining up to date records of clients’ personal details, plans and contact history. • To obtain quotations and illustrations and supporting documentation in preparation for client meetings. • To obtain valuations and information clients existing policies and investments. • Sending and chasing LOA’s by the required deadlines. • LAT processing from start to finish, including data entry of provider information, communication with the LAT team and Adviser. Phone Checklists and ordering of information in writing from the Provider. • Providing plan summaries when requested. • Working on ad-hoc projects for the Office Manager and completing within deadline. • To administer the submission of applications to platform/product providers and monitor relevant systems to ensure accuracy and/or acceptance • To review and administer business pipeline to ensure relevant actions are taken. • Manage the OWS system to ensure the delivery of ongoing service requirements, maintaining accurate OWS and CRM records. • Responsible for the Client Annual Events including communication with Advisers, preparation of all work and typing Reports to be sent to clients. • To manage ad hoc client administration including elements such as withdrawals, changes of address, requests for documentation etc. • Update clients OWS, platform and provider records where appropriate to ensure correlation with the internal CRM • Tracking fee income and commissions. • Manage internal procedures, ensuring that these are documented and consistently maintained. • Assist in the management of client relationships. • Cash Movements as and when required. • Following strict processes on all work. • Compliance - understand and adhere to the practice and Openwork’s systems and regulatory requirements and, where appropriate, comply with all relevant regulatory policies. This includes completion of any mandatory training requirements. The successful candidate will have: • Excellent Communication skills in the team • Excellent written communication skills and effective telephone skills • Advanced and confident with IT skills • A minimum of 2 years in a similar role within an IFA • Strong background in client and product administration • Strong communication skills gained within a client facing role • Ability to understand and identify issues and resolve disputes in an effective manner including the ability to manage client expectations and internal stakeholders Liability and Disclaimer The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert. Please Note All applications received will be dealt with in the strictest confidence. Due to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities.