Experienced Ifa Administrator - Hove, United Kingdom - Verso Wealth Management Brighton & Hove
Verso Wealth Management Brighton & Hove
Hove, United Kingdom
Verified Company
2 weeks ago
Description
Role purpose
We are seeking an IFA Administrator with at least 2 years experience.
You will be working as part of a team providing timely and efficient support to the Advisers in conjunction with the Paraplanners.
Responsibilities
- Provide administrative support to 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.
- Support Advisers 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, photocopy 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 meeting 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 IEP processes and procedures.
- Ensure compliance adherence with the FCA regulatory and legislative requirements.
- Ensure IEP meet the expectations of the FCA with regards to treating customers fairly.
- Act in accordance with the terms and conditions 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.
- Salary £20,00030,000pa._
- Please note: Salary will be based on experience and qualifications._
Pay:
£20,000.00-£30,000.00 per year
Benefits:
- Company pension
- Free flu jabs
- Life insurance
- Work from home
Schedule:
- Monday to Friday
Supplemental pay types:
- Yearly bonus
Ability to commute/relocate:
- Hove: reliably commute or plan to relocate before starting work (required)
Experience:
- IFA Administration: 2 years (required)
Work Location:
In person
Reference ID:
IFA Administrator