IFA Administrator - Hove, United Kingdom - Nelson Scott

    Nelson Scott
    Nelson Scott Hove, United Kingdom

    2 weeks ago

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    Description

    Job Description

    Role purpose

    As an administrator, your duties will vary. You may be scanning documents, putting financial information together in spreadsheet's for colleagues, sending the daily post, or faxing and photocopying confidential documents. You will also learn about the financial planning cycle and the specific job roles of people within the business, and be encouraged to take professional examinations to help develop your understanding and aid your development.

    Responsibilities


    • Provide administrative support to all advisers and Paraplanners.


    • Input and maintain data on the Company's back office system.


    • Update and manage a diary system, taking action when required.


    • Format and prepare letters and documents.


    • Liaise with both internal and external contacts and clients by telephone and e-mail.


    • Support Advisors in managing their pipeline and portfolio of existing business.


    • Communicate with Life Offices and Investment Houses when requesting information.


    • Prepare files for compliance checking.


    • Undertake filing, photocopying and scanning duties when required.


    • Maintain client records using the Intelligent Office system.


    • Keep up to date with all relevant product, legislative and technical changes.


    • Submit new business.


    • Manage client reviews, including preparing client valuations.


    • Prepare client reports - these may be in relation to pensions, investments, Trustee Investment, IHT planning and other associated financial planning requirements.


    • Review products available to meet client needs and make appropriate recommendations.


    • Develop productive working relationships with colleagues and clients throughout the financial services environment.


    • Act ethically, impartially, and always in the best interests of clients.


    • Follow the internal processes and procedures.


    • Ensure compliance adherence with FCA regulatory and legislative requirements.


    • Ensure meet the expectations of the FCA with regards to treating customers fairly.


    • Act in accordance with the terms and conditions of your employment contract.

    These duties are not to be regarded as exhaustive and you may be required to perform such other and/or additional duties within your skill-set and competence as the company may require.