Ifa Administrator

2 months ago

Birmingham, United Kingdom Integrity Resource Solutions Ltd Full time

Our client, a leading national IFA are looking to recruit an IFA Administrator to support their Financial Advisers.

The purpose of this role is to provide comprehensive pre and post-sales support to Financial Advisers. You will ensure the accurate processing and completion of client documentation and requests within designated timeframes, adhering to the compliance guidelines set by the company. Your primary responsibility will be to deliver exceptional support to clients in a professional, efficient, and compliant manner.

Key Responsibilities:

- Compile client meeting packs, including essential documents such as valuations, client agreements, fact finds, risk questionnaires, and profiles for Advisers to utilize during client meetings.
- Arrange for the appropriate dispatch of client documentation to clients or product providers.
- Issue signed letters of authority to providers and obtain standard policy information. Update client policy records upon receiving information via the back office system.
- Accurately maintain client personal details and policy information, ensuring updates are reflected in the back office system.
- Handle and respond to written, telephone, and electronic inquiries from IFAs, colleagues, clients, and providers.
- Provide timely and accurate information to clients, while collecting necessary new business and existing policy information from clients when required.
- Cultivate and maintain relationships with providers to ensure a professional service.
- Address any fee and commission queries from the Finance Department that arise as a result.
- Generate accurate client valuation schedules regularly and on an ad-hoc basis and input them into the back office system.
- Effectively manage a diary within the back office system to ensure all activities are planned and executed promptly.
- Proactively inform Advisers and the Operations Manager of any client-related events and issues in a timely manner.
- Provide cover and perform duties for other Administrators within the team during their absence.
- Fulfil additional responsibilities when necessary, such as answering telephones in a professional manner, opening, scanning, and distributing post within company timelines, ensuring accurate and readable scanning of hard copy files, and shredding documents as needed.
- Promptly report any compliance issues or suspected compliance breaches to the Compliance Manager upon becoming aware of them.
- Operate within and adhere to the company's existing and evolving operating systems and procedures. Contribute to their ongoing development by participating in Procedural Workgroups.
- Undertake projects as assigned by the business, which may involve areas such as Platforms/Providers, Investment Committee, and New Business.
- Perform other reasonable duties as requested by line management or directors.

Experience/Skills Required:

- Excellent written and verbal communication skills.
- Strong client-centric approach.
- Highly organized and self-motivated.
- Sound industry knowledge.
- Keen attention to detail.
- Accurate data entry and record-keeping abilities.
- Willingness to pursue professional qualifications (desirable but not essential).

**Salary**: £20,000.00-£26,000.00 per year

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Birmingham, West Midlands: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Financial services: 2 years (preferred)
- Administrative: 2 years (preferred)

Work authorisation:

- United Kingdom (preferred)

Work Location: In person

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