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Worthing, West Sussex, United Kingdom Blakemore Recruitment Full time

We are seeking a highly organized and detail-oriented IFA Administrator to join our team in Worthing. As a key member of our National Financial Planning practice, you will provide essential support to our Financial Advisers, ensuring that client documentation and requests are processed efficiently and accurately.

Key Responsibilities:

  • Obtain illustrations, key features, and application forms from Platforms Providers as required.
  • Compile client meeting packs with documentation such as valuations, client agreements, fact finds, risk questionnaires, and profiles for Advisers to use at client meetings.
  • Post client documentation to clients or product providers as necessary.
  • Issue signed letters of authority and transfer of agency to providers, and obtain standard policy information, updating client policy records on Intelliflo Office.
  • Maintain accurate client personal details and policy information, updating records on Intelliflo Office.
  • Prepare new business applications in accordance with our standard operating procedures and compliance handbook.
  • Respond to written, telephone, and electronic general enquiries for IFAs, colleagues, clients, and providers.
  • Provide timely and accurate information to clients, obtaining new business information and existing policy information as required.
  • Maintain relationships and contacts with providers to ensure a professional service.
  • Deal with fee and commission queries from the Finance Department.
  • Produce accurate, regular, and ad-hoc client valuation schedules, and input into Intelliflo Office.
  • Arrange for amendments to encashment and withdrawal requests from existing client plans, informing clients by email where necessary.
  • Update Intelliflo Office client records with amendments.
  • Manage time effectively to ensure all work is processed, reviewing regular reports such as cash balance monitoring, pipeline, and weekly MI in line with expectations.
  • Operate and manage an effective diary within Intelliflo Office to ensure all activities are planned for and carried out in a timely manner.
  • Inform Advisers and the IFA Admin Manager of client-related events and issues in a timely manner.
  • Provide cover and carry out duties for other Administrators in the team, in their absence, where necessary.

Requirements:

  • Computer literate in Microsoft Office and other applications.
  • Excellent communication skills, both written and verbal.
  • Client-centric approach.
  • Organized and highly motivated.
  • Good levels of industry knowledge.
  • Good attention to detail.
  • Accurate data entry and record-keeping skills.
  • Willingness to study towards professional qualifications (desirable but not essential).