IFA Administrator

IDEX Consulting; Chorley; On-site; GBP 10,000 - 40,000; Full time

Job description

My client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley.

Key Tasks:

• Daily contact for advisors, updating and liaising to conclude work related tasks
• Prepare client packs, brochures, applications and anything required for a client meeting
• Submission and completion of new business cases adhering to the compliance and new business processing guidelines set out. Ensuring all business is recorded on relevant data bases and stored/scanned to systems in line with the company standards
• Pipeline - ensure all business is recorded and chased through to completion, liaising with both Adviser, providers, GPs and Medical companies and recording notes for audit purposes
• Maintain client files in line with company guidelines and standards
• Prepare and maintain the client service / review list for the adviser, ensuring all are completed within the set timeframe, providing full pack including a client valuation and supporting documentation. Updating the system to ensure the next diary contacts are specifically recorded in line with the service proposition
• Letter of Authority - ensure the requests are sent in a timely manner, recorded and chased through to completion. Scanned to the system and provided to the Adviser upon completion
• Prepare cases for Paraplanning, ensuring all necessary information is on file for the report completion, liaising with relevant departments to resolve any outstanding queries
• Assist the business as and when required in various tasks upon request, including meeting and greeting clients, answering and dealing with incoming enquiries.

Main benefits:

• Competitive salary
• 28 days holidays (plus Bank holidays)
• Supported learning and development
• 1 hour early finish Fridays along with Friday dress down
• Work Place Pension
• Exam and study leave
• Staff spot bonus (monthly nominations)
• Employee Assistance Programme

For more information please contact Graeme Hyland on 07896 933622.

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