IFA Administrator

2 weeks ago

Tunbridge Wells, United Kingdom Edward Frazer Full time

An established IFA firm based in the Tunbridge Wells area is looking for Financial Services/Mortgage Administrators to join our small team. The role is to provide support to a successful Financial Adviser, who specialises in Pensions, Estate Planning, Protection, Investments & Mortgages. The ideal candidate should have at least 1 year of experience working in an IFA or mortgage broking business IFA Administrator Responsibilities Preparing cases for paraplanning & liaising with paraplanners to enable production of accurate suitability reports.Processing new business, including pension transfers, life cover applications & mortgagesChasing providers.Maintaining client records and building excellent relationships with both clients and providers.Liaising with the financial advisor to ensure that all agreed actions following client meetings have been followed up on.Managing and monitoring the client's annual review process. The ideal candidate will need to have knowledge of Pension and Investment planning. Experience of dealing with a full range of Financial Services products is essential. IFA Administrator Requirements Well organised & adaptable. Be able to prioritise multiple tasks.Empathetic.Have excellent communication skills – both written and verbal.General IT skills...

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