IFA Administrator
2 weeks ago
We are currently recruiting for a National Financial Planning practice who are looking to recuit an IFA Administrator in their Worthing office.
Purpose of role
To provide pre and post-sales support to the Financial Advisers. To ensure that client documentation/requests are accurately processed and completed within the required time scales; and in accordance with the compliance guidelines as defined by the Company. To provide a high level of support to clients in an efficient, compliant and professional manner.
Key Responsibilities
To obtain illustrations, key features and application forms from Platforms Providers as required. 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 (LOA) and transfer of agency (TOA) to providers and obtain standard policy information. Update client policy records on receipt of information on Intelliflo Office. To accurately maintain client personal details and policy information and update on Intelliflo Office. To prepare new business applications in accordance with the Company’s standard operating procedures and compliance handbook. 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. To produce accurate, regular and ad-hoc client valuation schedules, and input into Intelliflo Office. To arrange for amendments to encashment and withdrawal requests from existing client plans as instructed by the Adviser and inform the client by email where appropriate. To update Intelliflo Office client records with the amendments. Managing time effectively to ensure all work is processed. Regular reports such as cash balance monitoring, pipeline and weekly MI is reviewed in line with expectations. To operate and manage an effective diary within Intelliflo Office to ensure that all activities are planned for and carried out in a timely manner. To ensure that Advisers and the IFA Admin Manager are informed of any client related events and issues in a timely manner. To provide cover and carry out duties for other Administrators in the team, in their absence. Where necessary: - Projects - carry out projects as required by the business which may include the following key areas o Intelliflo Office o Platforms / Providers o Investment Committee o New BusinessExperience / Skills Required
Computer literate in Microsoft Office and other applications Excellent communication skills both written and verbal Client centric in approach Organised and highly motivated Good levels Industry knowledge Good attention to detail Accurate data entry and record keeping skills Willingness to study towards professional qualifications (desirable but not essential)-
Ifa Administrator
6 days ago
Worthing, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Services Worthing 25/08/2023 Type of Position: IFA Administrator - Worthing Pay: £25k - £28k **IFA Administrator - Worthing**: **Key Responsibilities**: - Deal effectively with queries from clients and other parties through effective communication. - Record your client communications (whether that communication is written, oral or...
-
Ifa Administrator
4 weeks ago
Worthing, United Kingdom Heat Recruitment Ltd Full timeThe opportunity for a Financial Planning Administrator to join a National Financial Services Practice who provide a personal, independent and bespoke wealth management service to high net worth clients. The Opportunity During a period of growth, our partner is looking for someone to provide high quality technical administration and analytical support to...
-
Ifa Administrator
3 weeks ago
Worthing, United Kingdom Heat Recruitment Ltd Full timeThe opportunity for a Financial Planning Administrator to join a National Financial Services Practice who provide a personal, independent and bespoke wealth management service to high net worth clients.The OpportunityDuring a period of growth, our partner is looking for someone to provide high quality technical administration and analytical support to the...
-
IFA Administrator
3 weeks ago
Worthing, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeThis website uses cookies to ensure you get the best experience on our website. Learn more Got it! , , IFA Administrator - Worthing - Artemis Recruitment Consultants Financial Services Worthing 15/09/2023 Type of Position: IFA Administrator - Worthing Pay: £25k - £28k IFA Administrator - Worthing Working in collaboration with Financial...
-
IFA Administrator
4 weeks ago
Worthing, West Sussex, United Kingdom Heat Recruitment Ltd Full timeThe opportunity for a Financial Planning Administrator to join a National Financial Services Practice who provide a personal, independent and bespoke wealth management service to high net worth clients. During a period of growth, our partner is looking for someone to provide high quality technical administration and analytical support to the successful...
-
Ifa Administrator
4 weeks ago
Worthing, West Sussex, United Kingdom Heat Recruitment Ltd Full timeThe opportunity for a Financial Planning Administrator to join a National Financial Services Practice who provide a personal, independent and bespoke wealth management service to high net worth clients. The Opportunity During a period of growth, our partner is looking for someone to provide high quality technical administration and analytical support to...
-
IFA Administrator
3 weeks ago
Worthing, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeThis website uses cookies to ensure you get the best experience on our website. IFA Administrator - Worthing - Artemis Recruitment Consultants Financial Services Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company...
-
New Client Coordinator
4 weeks ago
Worthing, United Kingdom HSBC Full timeJob description New Client Coordinator, Global Trade and Receivables Finance - Worthing Some careers offer brighter prospects than others. If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers...
