Ifa Administrator - Fareham, United Kingdom - Page Personnel Finance

Page Personnel Finance
Page Personnel Finance
Verified Company
Fareham, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

My client who is based in Whiteley is currently looking for an IFA Administrator to join their team on a full time basis.


Client Details
My client is a professional services company with great offices.


Description
As the IFA Administrator you will be responsible for:

  • Responsible for processing all aspects of a transfer, BAU and migration transfers
  • Carry out vigorous checks of all the transfer documentation to ensure that the transfer can be processed efficiently without error or delay
  • Communicate with counterparties, pension providers, fund managers, registrars, and custodians to expedite the client assets to and from the business
  • Track and report on transfers in flight and ensure adherence to Service Level agreements
  • Ensure transfer ISA history and bookcosts have been recorded onto the system
  • Liaising with internal departments to follow up and update on progress of transfer
  • Actively seeks ways of improving quality and efficiencies in procedures

Profile
In order to be considered for the role you will:

  • Have previously worked in an IFA or Wealth Management Administration role
  • Have a good educational background
  • Good MS Office skills
  • Strong attention to detail
  • Good communication skills

Job Offer
The chance to work in a busy yet varied role.
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