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IFA Administrator

Job Title: IFA Administrator
Contract Type: Permanent
Location: Dorking, Surrey
Industry:
Salary: £23000 - £26000 per annum
Start Date: ASAP
Reference: 10108/001_1493026924
Contact Name: Harriet Bradfield
Contact Email: harrietbradfield@srmrecruitment.com
Job Published: April 24, 2017 10:42

Job Description

I am currently working with a reputable IFA organisation near Dorking who are seeking an experienced administrator to provide comprehensive administrative support to the advisers and paraplanners.

Responsibilities:

  • Manage the administration workflow
  • Develop, consistently implement and review processes
  • Receive and implement requests from advisers and paraplanners
  • Register and utilise appropriate extranets/websites and other forms of e-business
  • Maintain up to date client files and data using our back-office database
  • Maintain up to date records on our document management system
  • Obtain plan information from providers
  • Process and track new business applications
  • Prepare and issue Letters of Authority and track responses
  • Invoice preparation
  • Liaise with clients and providers
  • Operate within the compliance and corporate standards of the business
  • Undertake appropriate professional development and training
  • Report on key measures on a regular basis

Skills, knowledge and experience:

  • Previous experience in an IFA environment is essential
  • Experience with Intelliflo and Standard Life Wrap Platform (desirable)
  • Some group pensions administration experience may also be useful
  • Interpersonal - team working and communicating with clients remotely
  • Proactive, willing to continue to develop, enthusiastic
  • Highly organised, methodical, disciplined and meticulous
  • Ability to prioritise
  • Computer literate - Outlook, Word, Excel

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