Ifa Administrator

2 weeks ago

Warwick, United Kingdom NJR Recruitment Full time

**Location**
**Salary**
**Posted on**
**Reference**
***

Warwick
£25000 - £28000 03/04/2024
NJR14623

DESCRIPTION

IFA ADMINISTRATOR
LOCATIONS : WARRICK
SALARY: 25,000 - 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 office in Warwick.
- 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

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