IFA Administrator
4 months ago
We are currently recruiting for a Financial Planning practice in Cheam who are looking for an IFA Administrator to join their team. They are looking for someone who has experience within an IFA practice.
Duties:
Process business submissions within our service level agreement (SLA); recording all new business where necessary ( Intelligent Office, Business Register, File Tracker etc.) Submitting new business to providers, manage internal and external enquiries relating to new business; liaising with providers and clients for any outstanding information; responsible for one-month checks to ensure submissions are complete; NPW (‘not proceeding with’) process for business that is no longer going ahead. Assist with any outstanding enquiries from Accounts related to new business; clawbacks and commission enquiries; direct debit cancellations and distribute to the relevant team Business succession tracking Monitor shared email inboxes, and ensure any correspondence has been acknowledged, and responded to, by the end of the next working day, in agreement with the department SLA; review provider alerts and secure messages and distribute to the relevant team for further action; manage ad-hoc queries from advisers, including logging phone call logs First point of contact for telephone enquiries; record call details; distribute calls to the relevant departments; assist with any relevant queries for Admin Support with any mandatory daily tasks for the department, during staff absences Providing oversight and support to the Administrator Deceased client process; responsible for procedure oversight until completion; communication with clients, executors or third parties, for queries relating to policies under our management; requesting and recording all necessary documentation to complete process Compliance file process; Client Services Advice Team (‘CSAT’) compliance file process; scanning documentation to file and refer to Compliance team Responsible for any changes to the first meeting packs for all advisers, including the adding and removing of documents; print conductor process LOA stage process for initial advice meetings (including virtual files); record submission progress in file tracker; responsible for distributing and documenting client state pension forecasts; recording relevant emails and documents to client files Provide client information when requested payslips/ P60’s/ valuations/ policy details etc.; any updates to client policy information pension beneficiaries etc. Responsible for monitoring and checking Dynamic Planner and sending out ‘Attitude to Risk’ hyperlinks; resending reminders to clients via Dynamic planner; following up with clients Issuing confirmation letters to clients that are no longer under our management, following servicing updates, on a quarterly basis Provide documentation to providers, for new or existing clients, to evidence KYC/AML verification, on request Responsible for cleansing of hard copy files on an annual basis; ensuring all files are shredded/ recorded on file, as necessary-
IFA Administrator
3 months ago
Sutton, United Kingdom Vision-FS Recruitment Full timePosition: IFA Administrator (full time OR 4 days per week, flexible hours available) Location: Sutton, Surrey Minimum Requirements: 2 years+ IFA Administration experience, Intelligent Office experience, excellent communication skills, staff management experience Salary/package: Up to £36,000 + discretionary bonus + 5% pension + study support + 27 days...
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IFA Administrator
1 day ago
Sutton Coldfield, United Kingdom CV-Library Full timeThis IFA Administrator job in Sutton Coldfield provides opportunity to join a small, close knit team. You will be joining a team of 2 Financial Advisers and 2 Support Staff who work closely together to provide their clients with holistic financial planning. As an IFA Administrator, your duties will include: * Accurately maintain and updating their CRM...
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IFA Administrator
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Sutton Coldfield, United Kingdom Premier Jobs UK Limited Full timeThis IFA Administrator job in Sutton Coldfield provides opportunity to join a small, close knit team.You will be joining a team of 2 Financial Advisers and 2 Support Staff who work closely together to provide their clients with holistic financial planning.As an IFA Administrator, your duties will include:Accurately maintain and updating their CRM system...
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IFA Administrator
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Sutton Coldfield, United Kingdom Premier Jobs UK Limited Full timeThis IFA Administrator job in Sutton Coldfield provides opportunity to join a small, close knit team.You will be joining a team of 2 Financial Advisers and 2 Support Staff who work closely together to provide their clients with holistic financial planning.As an IFA Administrator, your duties will include:Accurately maintain and updating their CRM system...
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Ifa Administrator
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Sutton Coldfield, United Kingdom NJR Recruitment Full timeIFA Administrator Sutton Coldfield Salary up to £28,000 Our Client are a very well-respected and long standing Independent Financial Planning firm who are looking for an experienced IFA Administrator to join their vibrant and growing organisation based in the Sutton Coldfield area. Our Client provides in-depth advice across all areas of personal finance...
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IFA Administrator
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Sutton Coldfield, Birmingham, United Kingdom Premier Jobs UK Limited Full timeJob OverviewThis role provides an opportunity to join a small, close-knit team in Sutton Coldfield.You will be part of a team of 2 Financial Advisers and 2 Support Staff who work collaboratively to deliver holistic financial planning to clients.As an IFA Administrator, your key responsibilities will include:Maintaining and updating the CRM system...
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IFA Administrator
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Sutton Coldfield, Birmingham, United Kingdom Premier Jobs UK Limited Full timeJob OverviewThis role provides an opportunity to join a small, close-knit team in Sutton Coldfield.You will be part of a team of 2 Financial Advisers and 2 Support Staff who work collaboratively to deliver holistic financial planning to clients.As an IFA Administrator, your key responsibilities will include:Maintaining and updating the CRM system...
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IFA Administrator
5 days ago
Sutton Coldfield, Birmingham, United Kingdom Premier Jobs UK Limited Full timeJob OverviewThis role provides an opportunity to join a small, close-knit team in Sutton Coldfield.You will be part of a team of 2 Financial Advisers and 2 Support Staff who work collaboratively to deliver holistic financial planning to clients.As an IFA Administrator, your key responsibilities will include:Maintaining and updating the CRM system...
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IFA Administrator
5 days ago
Sutton Coldfield, Birmingham, United Kingdom Premier Jobs UK Limited Full timeJob OverviewThis role provides an opportunity to join a small, close-knit team in Sutton Coldfield.You will be part of a team of 2 Financial Advisers and 2 Support Staff who work collaboratively to deliver holistic financial planning to clients.As an IFA Administrator, your key responsibilities will include:Maintaining and updating the CRM system...
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IFA Administrator
5 days ago
Sutton Coldfield, Birmingham, United Kingdom Premier Jobs UK Limited Full timeAbout the RoleThis IFA Administrator position in Sutton Coldfield offers a unique opportunity to join a close-knit team of professionals.You will be part of a team of experienced Financial Advisers and Support Staff who work collaboratively to provide comprehensive financial planning services to clients.Key ResponsibilitiesMaintain and update the company's...
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IFA Administrator
5 days ago
Sutton Coldfield, Birmingham, United Kingdom Premier Jobs UK Limited Full timeAbout the RoleThis IFA Administrator position in Sutton Coldfield offers a unique opportunity to join a close-knit team of professionals.You will be part of a team of experienced Financial Advisers and Support Staff who work collaboratively to provide comprehensive financial planning services to clients.Key ResponsibilitiesMaintain and update the company's...
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Sutton Coldfield, Birmingham, United Kingdom Premier Jobs UK Limited Full timeJob Summary:Premier Jobs UK Limited is seeking a skilled IFA Administrator to join their team. As a key member of the team, you will provide administrative support to the Financial Advisers and Support Staff.Key Responsibilities:Maintain and update the CRM system (Intelligent Office) for new and existing clients.Provide administrative assistance to the...
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IFA Administrator
2 weeks ago
Sutton Coldfield, Birmingham, United Kingdom Premier Jobs UK Limited Full timeJob Summary:Premier Jobs UK Limited is seeking a skilled IFA Administrator to join their team. As a key member of the team, you will provide administrative support to the Financial Advisers and Support Staff.Key Responsibilities:Maintain and update the CRM system (Intelligent Office) for new and existing clients.Provide administrative assistance to the...
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IFA Administrator
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Sutton Coldfield, Birmingham, United Kingdom Premier Jobs UK Limited Full timeJob DescriptionThis IFA Administrator role in a small, close-knit team provides an opportunity to work with a dynamic group of professionals.You will be joining a team of experienced Financial Advisers and Support Staff who work collaboratively to deliver holistic financial planning services to clients.As an IFA Administrator, your key responsibilities will...
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IFA Administrator
2 weeks ago
Sutton Coldfield, Birmingham, United Kingdom Premier Jobs UK Limited Full timeJob DescriptionThis IFA Administrator role in a small, close-knit team provides an opportunity to work with a dynamic group of professionals.You will be joining a team of experienced Financial Advisers and Support Staff who work collaboratively to deliver holistic financial planning services to clients.As an IFA Administrator, your key responsibilities will...
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IFA Administrator
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IFA Administrator
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Sutton Coldfield, Birmingham, United Kingdom Premier Jobs UK Limited Full timeJob Summary:Premier Jobs UK Limited is seeking a skilled IFA Administrator to join their team. As a key member of the team, you will be responsible for maintaining and updating the company's CRM system, providing administrative support to financial advisers, and contributing to the delivery of holistic financial planning services to clients.Key...
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IFA Administrator
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Sutton Coldfield, United Kingdom Premier Jobs UK Full timeAbout the RoleThis is an exciting opportunity to join a small, close-knit team as an IFA Administrator in a local independent financial planning firm. As a key member of the team, you will provide administrative support to the Financial Advisers and other support staff to deliver exceptional client service.Key ResponsibilitiesMaintain and update the...
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IFA Administrator
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