IFA Administrator

1 month ago

Altrincham Greater Manchester, United Kingdom NJR Recruitment Full time

NJR Recruitment are currently working with one of the first IFAs in the UK to receive the Gold Standard Investors in People award. Gaining Corporate Chartered Status in 2010 and standing in the top 4% of the country's IFA Firms by qualification, our Client offers an excellent career path for the right candidate. Due to continued expansion an exciting opportunity is now available for an experienced Administrator with a proven background working within a Financial Planning Practice.

This will be a busy and demanding role where the successful candidate will be responsible for the following;

" Point of contact for other assigned team members in relation to their day to day duties

" Support and monitoring for team's work tasks, deadlines and system/processes

" Providing guidance, training and support development to both new employees and greater team

" Reporting to the Operations Manager, updating them on teams training requirements and any potential issues

" Developing and enhancing relationships with advisers

" Preparing the documentation required for client meetings for example, but not limited to, regulatory documents, applications and provider literature

" Regular communication and updates to nominated adviser(s) ensuring the efficient conclusion of work related tasks

" Communication with clients, in either verbal or written format, providing updates and responses to any requests or queries which are unrelated to financial advice

" Handling of post to include updating advisers and client records, and completing any required actions

" Letter of Authority requests, ensuring all appropriate processes are followed within the quoted turnaround times

" Preparation of cases for Paraplanning, ensuring all required information is on file to enable completion of the recommendation report. Liaising with relevant departments to resolve any outstanding queries

" Submission and completion of new business cases adhering to the compliance and new business processing guidelines.

" Pipeline, ensuring all business is recorded and monitored through to completion, liaising with advisers, clients, provider and, where relevant GPs and Medical companies, and maintaining notes throughout for audit purposes

" Client Servicing to include accurate maintenance of client review dates, preparation of paperwork required for a review meeting for example portfolio valuation reports, annual costs and charges disclosure, regulatory documents, provider application forms/authorities and data capture documents

" Assisting the business as and when required in various tasks upon request

It is essential that candidates applying for this role have experience in a Financial Planning Firm along with an understanding of UK financial regulatory framework and legislation. You must have a demonstrated commitment to high professional ethical standards in a diverse workplace and the capability of operating in a fast paced and challenging environment.

This is an exciting opportunity for an ambitious and experienced Administrator to develop a truly exciting career.

Apply online or for more information please contact one of our specialist consultants quoting reference number: NJR 15298

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