Ifa Administrator - Sevenoaks, United Kingdom - Blakemore Recruitment

Blakemore Recruitment

Verified Company

Sevenoaks, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Main/Core Job Tasks & Responsibilities

Preparation of New Business Files
Submission of New Business files and also the data input of the recommendation and client details on the back office system.
Post Sales pipeline/case submission chasing
Manage Review process
Book in client review (if required)
Completion or management of completion of the portfolio review report
Action the outcome of the review and audit of the review
Client change of agency and information collection
Diary management including booking appointments
Ensure income reconciliation is correct and check income statements regularly
Lead management
Contact Client (if required)
Update the back office system appropriately
Feedback to marketing team or introducer (if required)
Submitting requests to the business support team
Completion of draft suitability reports

Responsibility

Ensure their adviser meets with company standard compliance requirements.
Ensure all service levels are met for relevant clients and audited correctly
Ensure you understand their advisers business and activity target for the year and log/monitor the relevant figures associated.
Ensure you understand the current business goals & objectives
Ensure that all data added to the back office system is correct and up to date where available.
Ensure that you understand workload requirements by associated group resources.

Knowledge

Understand and demonstrate company standard level of skills on all applicable software systems
Understand and demonstrate company standard level of knowledge of internal and regulatory compliance requirements
Have suitable knowledge on Money Laundering, the company complaint process and TCF.
Understand the Insight Service Proposition.

Job Knowledge & Experience