IFA Administrator - Harrow

Blakemore Recruitment; London Borough of Harrow; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial planning practice in Harrow seeks an IFA Administrator to provide crucial support to Financial Advisers. Responsibilities include managing client documentation, processing applications, and ensuring data accuracy within company guidelines, in a client-focused environment. This role requires proficiency in Microsoft Office and solid organizational skills.

Qualifications

• Experience in a similar role required.
• Willingness to pursue professional qualifications desirable.

Responsibilities

• Provide pre- and post-sales support to Financial Advisers.
• Obtain illustrations and compile client meeting packs.
• Respond to inquiries from clients and maintain relationships with providers.

Skills

Communication

Client-focus

Organization

Attention to detail

Data entry

Tools

Microsoft Office

Intelligent Office

Job description

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We are currently working with a Financial Planning practice who are looking to recruit an IFA Administrator in their Harrow office. They are seeking someone with experience in a similar role.

Purpose

To provide pre- and post-sales support to the Financial Advisers, ensuring client documentation and requests are accurately processed within specified timeframes and in compliance with company guidelines. To deliver high-quality support to clients professionally and efficiently.

Responsibilities

1. Obtain illustrations, key features, and application forms from Platforms & Providers as needed.
2. Compile client meeting packs with documents such as valuations, client agreements, fact finds, risk questionnaires, and profiles for adviser meetings.
3. Post client documentation to clients or providers as appropriate.
4. Issue signed letters of authority to providers and gather standard policy information. Update client policy records on Intelligent Office.
5. Maintain and update client personal details and policy information on Intelligent Office.
6. Prepare new business applications following company procedures and compliance guidelines.
7. Respond to written, telephone, and electronic inquiries from IFAs, colleagues, clients, and providers.
8. Provide clients with timely, accurate information and gather new or existing policy details as needed.
9. Maintain relationships with providers to ensure professional service.
10. Handle fee and commission queries from the Finance Department.
11. Produce accurate client valuation schedules and input data into Intelligent Office.
12. Arrange amendments to encashment and withdrawal requests and inform clients accordingly.
13. Manage an effective diary within Intelligent Office for timely activities.
14. Keep Advisers and the Operations Manager informed of client-related events and issues.
15. Provide cover for team members in their absence.
16. Perform duties such as answering calls, managing post, scanning, shredding documents, and reporting compliance issues.
17. Contribute to the development of operating systems and procedures.
18. Participate in projects related to Intelligent Office, Platforms/Providers, Investment Committee, and New Business.
19. Perform other duties as assigned by management.

Experience and Core Skills

• Proficient in Microsoft Office and other applications.
• Excellent written and verbal communication skills.
• Client-focused approach.
• Organized and motivated.
• Solid industry knowledge.
• Attention to detail.
• Accurate data entry and record-keeping skills.
• Willingness to pursue professional qualifications (desirable but not essential).