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IFA Administrator
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IFA Administrator
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Doncaster, United Kingdom Lime People Search & Select Ltd Remote Work Freelance Full timeMy client is an Independant Financial Advisory firm based in Doncaster, providing client and businesses with Advice across Pensions, Investments, Retirment & Estate Planning. We are urgently seeking 2/3 IFA Administrators, who will sit within the Administration fucntion and primarily to support the Financial Advisers of the business and servicing their...
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IFA Administrator
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Doncaster, United Kingdom Lime People Search & Select Ltd Full timeAbout the Role:Lime People Search & Select Ltd is seeking a highly organized and detail-oriented IFA Administrator to join our team. As an IFA Administrator, you will play a crucial role in supporting our Financial Advisers in providing exceptional client service.Key Responsibilities:Receive and process incoming correspondence, scanning and logging documents...
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IFA Administrator
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Financial Planning Administrator
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Financial Planning Administrator
2 days ago
Doncaster, Doncaster, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: IFA AdministratorJob Summary:We are seeking a highly organized and detail-oriented IFA Administrator to join our team at Capio Recruitment Financial Planning. As an IFA Administrator, you will play a crucial role in supporting our financial planners and paraplanners with a variety of clients.About the Role:This is an exciting opportunity to join a...
IFA Administrator
4 months ago
My client is an Independant Financial Advisory firm based in Doncaster, providing client and businesses with Advice across Pensions, Investments, Retirment & Estate Planning. We are urgently seeking 2/3 IFA Administrators, who will sit within the Administration fucntion and primarily to support the Financial Advisers of the business and servicing their clients, by producing compliant documentation. Specifically you'll be responsible for:
- Receiving and opening all incoming correspondence, scanning and logging documents onto the systems as required.
- Acting as the first point of contract to providers and clients and supporting them with queries relating to their portfolio of products.
- Receiving incoming requests and producing review packs for the Financial Advisors in a timely manner to support Advisor / Client annual reviews.
- Conducting research using research tools such as FE Analytics, Dynamic Planner and Smart Search to ensure review packs are produced with up-to-date and accurate information.
- Obtaining valuations in relation to Pensions, Protection, Savings and Investment products and consolidating valuations from several providers to present to the Advisors in preparation for review meetings.
- Using Intelligent office to add, configure, navigate and update client records and complete a fact find report which is compliance ready.
- Uploading review pack documentation to a Digital Wealth Management platform to allow the Advisors to advise and service clients during virtual meetings.
- Use of a Diary Management System to track work flow and update completed tasks.
- Preparing and posting letters and documents required for the successful transfer or set up of new clients.
