Senior IFA Administrator - Shoreham-by-Sea, United Kingdom - Nelson Scott

Description

Job Description

Role Description

The role of the Administrator is to work alongside our Team Leader(s) and Paraplanner(s) to ensure the appropriate end to end management of the client lifecycle using the agreed policies, processes and Intelligent Office.

The Administrator reports to the Team Leader and Support Manager.

Responsibilities

• Participates in weekly meeting with Team Leader(s) where workloads are prioritised.

• Acts as key point of contact for clients; organising and dealing with correspondence via telephone, email or letter.

• Responsible for the timely creation and ongoing update of accurate client records, both personal/fact find details and investment details within Intelligent Office. Ensures house-keeping activities on client data are allocated and prioritised including support from the Team Leader(s) and Paraplanner(s) when required.

• Ensures that all client interactions are recorded using standalone tasks and purpose-built workflows within IO (e.g. new client, client review, new instruction, client on & off-boarding), providing an audit trail of activities and the ability to delegate workload to other administrators with relevant background details when required.

• Ensures that client fees and commission (initial, ongoing and ad-hoc) are set up and maintained correctly in IO to support accurate monthly payments to Pembroke and provide an accurate view for client reporting.