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IFA Administrator

Job Title: IFA Administrator
Contract Type: Permanent
Location: Guildford, Surrey
Industry:
Salary: £23000 - £25000 per annum + Benefits package
Reference: 10271/001_1506339170
Contact Name: Jane Paton
Contact Email: janepaton@srmrecruitment.com
Job Published: September 25, 2017 12:32

Job Description

Our client is a well established independent financial planning business within Surrey

Purpose of role:

To provide comprehensive administrative support to advisers and paraplanners. Working with two advisers and one paraplanner within a team environment.

Accountabilities:

  • 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, Intelliflo
  • 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 or similar financial background is essential
  • 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
  • Excellent keyboard skills

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