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Ifa Senior Administrator
2 weeks ago
Join a friendly Administration team as an IFA Senior Administrator at one of the UK’s leading independent financial advisory and wealth management firms.
We are seeking a detail-oriented, organized individual with experience in providing administrative support to IFA’s.
You will be responsible for maintaining client records, preparing reports, and providing coaching and support to team members.
The position offers a competitive salary, flexible working options, and opportunities for professional development.
**Responsibilities**:
Ensure appropriate documentation is scanned and attached to the relevant client records
Prepare and format reports in accordance with Company guidelines
Prepare new business and review packs for IFA client meetings
Obtain research when requested for protection and annuity products
Provide mortgage research for IFA’s using online systems
Obtain illustrations for products from providers either on-line or over the telephone
Undertake filing, photocopying and scanning duties when required
Process payment requests and surrenders using SLA’s and compliance guidelines
Deal with fund switch requests and also be responsible for processing fund switches online (where applicable) and follow through to completion
Obtain valuations/details on existing policies, ensuring the administration system is updated accurately
**To be considered**:
Previous experience of supporting advisers in an office administration support role
