IFA Administration Specialist

1 week ago

Orpington, Greater London, United Kingdom Reed Full time

Job Summary:

We are seeking an experienced IFA Administrator to join our team at Reed. As a Senior Financial Services Administrator, you will play a crucial role in supporting our Financial Advice team in delivering exceptional client service.

Key Responsibilities:

  • Client Servicing:
    • Assist in the production of accurate client portfolio valuations statements
    • Prepare new business and manage advisers' annual review processes
    • Deal with client queries and telephone calls where appropriate
    • Provide advisers with supporting documents required for client meetings
    • Add Fact Find and plan information onto back office systems, ensuring plan information is up-to-date
  • Processing New Business Submissions:
    • Assist advisers in preparing new business packs for meetings
    • Obtain literature and forms from providers and pre-complete basic client details
    • Ensure documentation for all applications is complete, as per New Business Process guidelines
    • Keep all parties updated as processing of application proceeds
    • Regularly check with advisers for additional information and update records accordingly
    • Develop good communication with individual clients to provide personal service and cultivate potential additional business
    • Liaise with product providers to ensure all applications are received and completed
    • Follow up on any outstanding commission and fees
  • Managing Correspondence and Maintaining Client Files:
    • Link all incoming and outgoing relevant documentation and correspondence onto client files
    • Record all written and electronic correspondence, conversations, and emails with clients and providers onto back office systems
    • Ensure electronic client files are organised, labelled correctly, and updated to ensure information is easily accessible
    • Ensure advisers produce follow-up notes to client meetings and record them in accordance with company procedures

Essential Experience:

  • Intelligent Office
  • Standard Life Wrap Platform
  • Quilter Wrap Platform
  • Other provider platforms
  • Microsoft Office packages

What We Offer:

  • Basic salary between £33 - 35k depending on experience
  • 28 days plus Bank Holiday annual leave
  • Benenden Medical Cover
  • Workplace Pension
  • Opportunity to progress within Financial Services into more senior roles

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