No more applications are being accepted for this job
- Maintain / keep up to date all trackers / spreadsheets as required by the Client Services Manager
- Running comprehensive IO activities for each piece of business whether it is new business, top ups and any other policy variations for example Change of DFM/Model, Fund Switches
- Adding fees/ payaways /splits entries to IO
- Knowledge of Adviser Bandings
- Knowledge of Introducers / Payaways
- Oversee management of Annual Reviews and Portfolio Reviews that are due i.e. ensuring delivery and action by adviser and Review Team
- Assist the Review Team with the preparation of AR's & PR's in overflow situations
- Check Portfolio Reports prepared by Review Team
- Liaising with clients, solicitors, accountants, life offices, lenders and platform providers by telephone, e-mail, fax and letter
- Handle administration enquiries / queries as directed by the Client Services Manager
- Provide training / mentoring to apprentice staff as directed by the Client Services Manager
IFA Administrator - West Bromwich, United Kingdom - MERJE Ltd
Description
Our client, a specialist Wealth Management firm, are looking for an IFA Administrator to join the business on a permanent basis.
As IFA Administrator you will actively support the Wealth team by carrying out general day to day administration of Life, Investment and Pensions, including submission of new online applications / top ups and processing of paper based applications.
Role Responsibilities: