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Senior IFA Support
3 months ago
The Role:
Key
Responsibilities:
To manage new business onboarding process, setting clients up on back office system, obtaining necessary compliance and AML documents and preparing/sending off terms/LOA as appropriate. Obtaining client valuations and illustrations. Processing life assurance applications, dealing with queries and seeing through to completion and sending out pol docs. Dealing with Investment top-ups, withdrawals, surrenders, income requests and any other existing business queries. Placing investment trades/carrying out fund switches on advisor instructions Prepare client packs for meetings (new clients and annual reviews) Prepare/send out Value Proposition schedules Maintaining back office system e.g. updating fact finds, business submissions, running reports, scanning and uploading emails/documents Daily reconciliation of commissions and fees Coordinating advisors’ diary and arrange client meetings Collating information for Professional Indemnity insurance annually
Applicant Requirements:
Flexible and open-minded approach Strong communication and organisational skills Self-motivated and ability to use own initiative
This role is fully office based and has a prospective starting salary of 40K per annum.
