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Resource Matters Ltd
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Bromsgrove, Worcestershire
IFA Administrator, Bromsgrove
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Job Type: Full-time |
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Overview
Our client, a major national company specialising in providing high quality Financial Advice to clients. This role in their busy and expanding administration team would suit someone with recent/current experience in a similar role with an understanding of Financial Advice processes. You will provide pre and post-sales support to the Financial Advisers. To ensure that client documentation/requests are accurately processed and provide a high level of support to clients in an efficient, compliant and professional manner. 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 Projects - carry out projects as required by the business which may include the following key areas Intelligent Office Platforms / Providers Investment Committee Computer literate in Microsoft Office and other applications Excellent communication skills both written and verbal Client centric in approach Organised and highly motivated Good levels Industry knowledge Good attention to detail Willingness to study towards professional qualifications (desirable but not essential)