Ifa Administrator - Colchester, United Kingdom - OCR Solutions

OCR Solutions
OCR Solutions
Verified Company
Colchester, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

IFA Administrator White Colne

Duties:


  • Provide comprehensive administrative support to financial advisers.
  • Building relationships with a variety of stakeholders.
  • Maintain CRM systems, updating information regularly and adhering to all policies.
  • Preparation of client meeting packs and valuations.
  • Manage client documentation and data, ensuring accuracy and compliance with regulatory requirements.
  • Saving documentation to the client files in real time and in accordance with the firm's process.
  • Onboard new clients, following the firm's onboarding and account maintenance processes.
  • Accurately undertake the implementation of client advice.
  • Coordinate and schedule client appointments, meetings, and reviews.
  • Liaise with clients, insurance companies, investment providers, platform providers and other stakeholders/third parties.
  • Prepare and maintain reports, spreadsheets, and other documents.
  • Assist with marketing and business development initiatives.
  • Undertake general office administration tasks as needed.
  • Follow instructions accurately and in a timely fashion.
  • Analysing data and provider information.
  • Writing client annual review reports.
  • Traveling between offices.

Benefits:


  • Company pension

Experience:


  • IFA Admin: 1 year (preferred)

Work Location:
In person
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