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IFA Advisor Administrator

Job Title: IFA Advisor Administrator
Contract Type: Permanent
Location: Maidstone, Kent
Industry:
Salary: £25000 - £30000 per annum + Benefits
Reference: 10400/001_1517588045
Contact Name: Jane Paton
Contact Email: janepaton@srmrecruitment.com
Job Published: February 02, 2018 16:14

Job Description

Job Duties:

Adviser/Client Support

  • Personal support to the adviser

  • Monitor and manage the adviser's diary

  • Deal with all bespoke adviser queries and requests
  • Monitor the adviser's opportunities on a weekly basis
  • Open post daily and pass to other support staff
  • Prepare meeting packs
  • Assist with mail merge exercises
  • Act as a point of contact for the client in the adviser's absence and deal with client queries
  • Book all client meetings including annual review meetings
  • Meet and greet all clients
  • Add plans to Intelliflo following receipt of LOA confirmation from provider
  • Pass policy information to the adviser / paraplanner
  • Communicate with product providers to track status
  • Keep the adviser and client informed of submission through to completion
  • Maintain an up to date knowledge of company policies and procedures
  • Ensure timely execution of client instructions, cheques, contract notes and policy documents (when applicable)

  • Work with colleagues to ensure adherence to company procedures and standards