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Financial Adviser Support
4 months ago
**Location**
**Salary**
**Posted on**
**Reference**
***
Edgbaston
£24000 - £30000 16/02/2024
NJR14406
DESCRIPTION
IFA ADMINISTRATOR
LOCATIONS : EDGBASTON & KIDDERMINSTER
SALARY: UP TO 30,000
NJR are currently working with a market leading Firm of Independent Financial Planners who have strong name and reputation within the market. Due to a result of their ongoing growth and success they have two excellent openings available for \'Financial Planning Administrators\' to join their offices in Edgbaston & Kidderminster.
- Obtaining provider information (LOA) and collating these together with relevant client specific illustrations required to assist adviser with their recommendations and enable paraplanners to produce comprehensive report
- Run Risk Profiler results via FE Analytics
- Processing New Business following adviser handover
- Ensuring all compliance documents on file/provided by adviser prior to submission
- Submission to providers direct or electronically via platform
- Adding plan and activity for tracking to completion
- Ensuring client advised of progress throughout this process
- Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations
- Producing Risk Profiler results where required
- Processing and monitoring switch directly with provider or electronically via platform
- Preparing valuation reports
- Preparing supporting performance documentation for client review appointments
- Preparing review checklist for adviser/client appointments
REF: 14406