Senior Ifa Administrator - Chorley, United Kingdom - Jane Deane Recruitment Limited

Jane Deane Recruitment Limited

Verified Company

Chorley, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

IFA practice based in Chorley require an additional Senior IFA Administrator.

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.

In addition prospective applicants will have the additional responsibility of training new employees, on-going support and delegating work to other team members.

Benefits: