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Ifa Administrator - Altrincham, United Kingdom - Jane Deane Recruitment Limited

Jane Deane Recruitment Limited

Verified Company

Altrincham, United Kingdom

1 month ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Key Tasks and Responsibilities include (but not limited to):Daily contact for nominated adviser(s), updating and liaising to conclude work related tasks.
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.

Job Types:
Full-time, Permanent

Salary:
Up to £27,000.00 per year

Benefits: