Senior Ifa Administrator

1 week ago

Bolton, United Kingdom Square Peg Associates Ltd Full time

A Senior IFA Administrator is required by a reputable wealth management firm, based in Bolton, that provides advice to individuals, families and businesses.

The business continues to grow, and they now wish to recruit a Senior IFA Administrator to support the team.

As the Senior IFA Administrator, you will be responsible for new business administration, valuations, preparing for client meetings, servicing of existing business, client correspondence, database management and regular contact directly with clients andproviders. You will also be managing the office team and supporting them with their training and development. Reporting to the Directors, supporting them with other duties when required such is recruitment, training and performance related reporting.

Main Duties of a Senior IFA Administrator:

- Be a welcoming voice on the end of the phone and have excellent communication skills
- Be able to work independently and use own initiative
- Take clear messages and understand when something is important or urgent;
- Diary management
- Meet and greet clients
- Process daily post and maintain diary system
- Processing letters of authority and obtaining full information on clients' plans
- Keep client files in accordance with company compliance policies and procedures;
- Submit and process new business, checking all details for accuracy and completeness;
- Set cases up on back office software & our Networks online portal and ensure all other information is accurate and matches the full extent of the client files;
- Prepare valuations and any quotations requested by the adviser to meet their diary requirements;
- Managing the office team - training, recruitment and development
- Any other duties as requested by directors and manager

Previous experience within a financial services business as an IFA Administrator is required.

This is a fantastic opportunity for a Senior IFA Administrator to take the next step in their career, acting as the Manager within the office, taking ownership of the team and their performance.

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