IFA Support Services Manager
3 days ago
As an IFA Support Services Manager at Eden Resourcing, you will be responsible for providing administrative support to our Financial Advisers, ensuring efficient and effective operations.
Your key responsibilities will include:
- Issuing signed letters of authority (LOA) and transfer of agency (TOA) to providers and obtaining standard policy information.
- Obtaining illustrations, key features documentation, fund factsheets, KIIIDs, and application forms from platforms/providers as required.
- Reviewing meeting preparation, producing valuations, and ensuring correct documentation is gathered.
- Completing product application forms, Trust documentation, and new business submission on platforms.
- Monitoring and oversight of new business applications and fees.
The ideal candidate will have a good working knowledge of Microsoft Office & Outlook, relevant experience within an IFA environment, and a positive can-do attitude.
Estimated salary for this role is £40,000 - £50,000 per annum.
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