Senior Ifa Administrator - Shoreham by Sea, United Kingdom - Appointed Ltd

Appointed Ltd

Verified Company

Shoreham by Sea, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Leading financial planning practice are recruiting for a Senior IFA Administrator to support one of their most successful IFA/ Director within their office just outside Brighton. My client has built up a largescale and longterm client bank throughout Sussex, with a fantastic reputation for the real, honest and bespoke advice given.

As a Senior IFA Administrator you will be working closely alongside the Director looking after all their of clients, dealing with any technical queries and providing an efficient administrative support service.

You will be working in a wider team if knowledgeable advisers, paraplanners and administrators with collectively 300 years experience between them.

Competitive salary on offer of upto £35,000 for a highly experienced, professional IFA Administrator who can hit the ground running.

Submitting new business, monitoring and tracking through to completion.
First point of contact for directors clients, and product providers.
Maintaining back office system IO, and investment platforms.
Arranging new business Illustrations.
Arranging and preparing for client meetings, including producing portfolio valuations and client meeting packs
Issuing letters of authority and diarising for the return of policy information
Undertaking fund switches on the instruction of the client
Maintaining accurate records of all verbal and nonverbal communications with clients
Maintaining client files in line with compliance procedures