Senior Ifa Administrator
1 week ago
**Salary**: £26,000 - £28,000
As a Financial Services Administrator, you will be responsible for day-to-day client management, processing investment trades, fund switches, and contribution/income requests and adjustments. You will also be liaising with clients, product providers, and other relevant third parties, ensuring that the back-office system is kept up to date, including client and provider data. Accuracy of work and attention to detail are crucial.
Key Responsibilities:
New business submission and tracking to conclusion
Day-to-day client management, processing any queries which may arise
Processing Investment trades, Fund switches, and Contribution/Income requests and adjustments
Liaising with clients, product providers, and other relevant third parties
Ensure back-office system is kept up to date including client and provider data
Issue Letters of Authority and chase for policy information
Obtaining illustrations and supporting literature
Understanding and adhering to Company procedures and policies and the requirements of the FCA Standards and Rules.
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