Senior Administrator - Orpington, United Kingdom - Templegate

Templegate
Templegate
Verified Company
Orpington, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

TEMPLEGATE RECRUITMENT

Financial Services Specialist Recruiters

Job Title:
Senior IFA Administrator


Location:
Orpington


Salary:
£30,000 to £35,000 (depending on experience and qualifications)


About the Company:

Our client have built a team of specialists which includes financial advisers, chartered advisers, paraplanners and experienced administration staff.

Their goal is to provide their clients with a bespoke, friendly service which meets their financial goals and allows them to have control of their finances now and in the future.

They are looking for an experienced IFA Administrator to join their growing team.


What Your Day to Day Duties Will Include:

Client Servicing

  • Adding Fact Find and plan information onto back office system, ensuring plan information is upto date and any transferred/surrendered plans are marked as such.

Processing New Business

  • Assisting advisers in preparation of new business packs for meetings.
  • Obtaining literature and forms from providers and precompleting basic client details.
  • Stringent records to be kept, using back office system, to record all new business submitted, together with copies of all documents using the back office system.
  • Generate client invoices, records kept on back office system and passed to Accounts Department's
  • Clear and detailed client record to be set up for each new business submission, plan to be entered meticulously on back office system for future FCA returns.
  • Regularly check with Adviser for any additional information/notes relating to the ongoing processing and update records accordingly.

General

  • To ensure that all activity complies with the company procedures manual
  • Adhoc tasks as applicable
  • Answering telephone calls in a polite & professional manner
  • Greeting clients when required and offering refreshments
  • Ensuring advisers book meeting room for client meeting

What is Needed to Be Considered:

  • Have an acutely accurate attention to detail
  • At least 2 years IFA administration Experience.
  • Be articulate and have a good command of written and verbal English.
  • Be able to learn and comfortably use software platforms.
  • Be able to work well as part of a team and autonomously

Job Types:
Full-time, Permanent


Salary:
£30,789.00-£35,000.00 per year


Benefits:


  • Company pension
  • Free parking
  • Onsite parking

Schedule:

  • Monday to Friday

Work Location:
In person

Reference ID: 1613
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