Ifa Administrator

1 week ago

Leeds, United Kingdom CB3 Associates Ltd Full time

**The Company**:Nationally recognised IFA firm based in Central Leeds looking to expand their back-office team by bringing in an additional IFA Administrator who holds private wealth focused adviser support experience. Having gone through aperiod of growth across 2021/22 there is a need to further flesh out their adviser support setup across both administration and paraplanning respectively.

**The Role**:IFA Administrator role/remit providing admin support to a team of high performing private wealth biased financial advisers on a pooled/hubbed basis. Duties include:

- Compile client meeting packs containing documentation such as, but not limited to, valuations, client agreement, fact find, risk questionnaire and profile for the Adviser to use at client meetings.
- To post client documentation to the client or product providers as appropriate.
- To issue signed letters of authority to providers and obtain standard policy information. Update client policy records on receipt of information on Intelligent Office.
- To accurately maintain client personal details and policy information and update on Intelligent Office.
- Deal with and respond to written, telephone and electronic general enquiries for IFAs, colleagues, clients and providers.
- Provide clients with timely and accurate information and obtain any new business information and existing policy information from clients where required.
- Maintaining relationships and contacts with providers to ensure a professional service
- Deal with any resulting fee and commission queries from the Finance Department

**Flexible working**: Yes - Office based 3 days per week with 2-days working from home

**Benefits**:25 days holiday + stats, discretionary bonus and full benefits package inclusive of 7% pension and PMI cover

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