Ifa Administrator - London, United Kingdom - Templegate

Templegate
Templegate
Verified Company
London, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

TEMPLEGATE RECRUITMENT

Financial Services Specialist Recruiters

Job Title:
New Business Administrator


Location:
London


Benefits:
Competitive salary, 28 days Holiday plus Bank Holidays, Life Cover, Pension, Health Care Benefits, Exam Support.


Salary:
£24,000 to £30,000 Depending on experience.


About the Company:

This prestigious and excellent reputable firm has a lot to offer the right person.

Support is given and they help you grow and progress with your career, they offer a professional approach to Wealth Planning Advice and are looking for Talented individuals to join their team.

Our Client advise on a range of clients from individuals requiring a mortgage and protection for their dependents to high net worth clients with large investment & pension portfolios.

They provide advice across protection, pensions, investment, mortgages and business needs.

You will need experience working within an IFA Practice and Financial Services qualifications is preferred but not essential.


What Your Day to Day Duties Will Include as a New Business Administrator:

  • Send letter of authority (LOA) to providers and request policy information.
  • Communicate with providers by e mail, letter or telephone.
  • Deal with incoming and outgoing post.
  • Scan incoming post and forward to the relevant party in a timely manner.
  • Proactively chase providers to ensure that LOA has been received by the provider and that all relevant policy information is received and given to the appropriate person/team.
  • Follow up /chase New Business by contacting the relevant provider; inform the adviser of progress and keep the adviser informed at all times.
  • Chase advisers for outstanding Trust documents and liaise with client if required.
  • Sanction search for new clients.
  • Making sure all client contact is carried out in a professional and courteous way.
  • Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules including Compliance, financial crime (antimoney laundering, data security, antibribery, fraud) procedures at all times.
  • Answer telephone calls; transfer caller to the correct person or take accurate messages and pass to the relevant person without undue delay.
  • Meet/greet office visitors (occasionally).
  • Manage meeting room bookings as required
  • Responsible for ensuring office supplies stationery, facilities, sundries (tea coffee milk) purchased.
  • Liaising with suppliers e.g. printing company, IT provider etc to ensure services maintained efficiently by the supplier.
  • Check New Business submissions from advisers including relevant documentation, input to the Finplan system accurately & efficiently.
  • Chase commission liaise with providers for outstanding statements; deal with queries.
  • Prepare invoices and issue to adviser/client for payment to be made.

What is Needed to Be Considered For This New Business Administrator:

  • A minimum of 2 years' experience in an administration support role within Financial Services or IFA practice is advantageous.
  • Understanding of the provision of financial advice to clients in a compliant manner.
  • Knowledge of financial services products (life, pensions, investments, mortgages etc.) and IFA back office systems is required
  • Awareness of data protection, money laundering/financial crime/ internet security measures.
  • An excellent standard of written /verbal English and be numerate.
  • A good level of computer literacy with MS Office knowledge (Word, Excel and Outlook); and awareness of the use of databases.

Job Types:
Full-time, Permanent


Salary:
£24,000.00-£30,000.00 per year


Schedule:

  • Monday to Friday

Ability to commute/relocate:

  • London: reliably commute or plan to relocate before starting work (required)

Experience:

- ifa Administration: 1 year (preferred)


Work Location:
One location

Reference ID: 1541
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