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Ifa Administrator

3 months ago

Norwich, Norfolk, United Kingdom Independent Resourcing Consultancy Full time

IFA Administrator:

Job Reference: 1457

Date Posted: 26 June 2023

  • Recruiter: Independent Resourcing Consultancy
  • Location: Norwich
  • Salary: £18,000 to £26,000
  • Sector: Administration, Client Services
  • Job Type: Permanent
  • Contact: Jon Minns
  • Telephone:

IRC is proud to working with one of the UK's leading Independent Financial Planning firms. They currently have a number of openings for IFA Administrators (Financial Planning Administrators) to join various regional offices throughout the country. As such they are currently recruiting for their Norwich office.

Role Description
To provide pre and post-sales support to the Financial Advisers.

To ensure that client documentation/requests are accurately processed and completed within the required time scales; and in accordance with the compliance guidelines as defined by the Company.

To provide a high level of support to clients in an efficient, compliant and professional manner.

Key Responsibilities

  • 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.
  • 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 adhoc client valuation schedules, and input into Intelligent Office.
  • 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.
  • Where necessary:
  • Answering the telephones in a professional manner, conforming to Company standards
  • To be responsible for the opening, scanning and distributing the post working within the company timescales
  • Ensuring all scanning of hard copy files is completed accurately /readable
  • Shredding documents as and when required
  • To report any compliance issues or suspected compliance breaches to the Compliance Manager as soon as they are made aware of them.
  • To operate within and conform to the Company's existing and continually developing operating systems and procedures and contribute to their further development where required, through participation in Procedural Workgroups.
  • Projects carry out projects as required by the business which may include the following key areas
  • Intelligent Office
  • Platforms / Providers
  • Investment Committee
  • New Business
  • To carry out any other reasonable duties as requested by line management or directors.

Experience / Skills Required:

  • Excellent communication skills both written and verbal
  • Client centric in approach
  • Organised and highly motivated
  • Good levels Industry knowledge
  • Good attention to detail
  • Accurate data entry and record keeping skills