- Comply with FCA regulation, Data Protection and Anti Money Laundering legislation.
- Prepare documentation for meetings, set up client records and gather existing plan information.
- Accurately maintain all client records with any activity undertaken.
- Action changes to clients' policies as instructed from fund switches, withdrawals to income payments.
- Prepare application forms for different plan types (from the investment including IHT plans and offshore products to life income protection and relevant pension covers including SIPPs and SSASs) with 20+ different providers with varying requirements and processes.
- Process completed applications including trust documents and monitor progress via regular chase-ups through to successful completion.
- Update business trackers and actively maintain the client record with notes regarding all activity undertaken.
- Check adviser meeting notes and provider correspondence and use experience and knowledge to correctly identify all action required and set up accurate work tasks.
- Attend and contribute to Team and staff meetings.
- Take responsibility for managing own workload and proactive problem solving.
- Undertake personal training to maintain and develop knowledge and communicate to rest of team.
- One to two years' minimum experience of working in financial services
- Knowledge of the Financial industry related products/ back-office systems (Intelligent Office, iPipeline preferred)
- Excellent Communication and Costumer service skills
- Ability to work well under pressure
- Experience working large client base and different providers
- Experience in actively managing and monitoring a rolling caseload of 30 to 40 client applications and servicing requests.
- Adapt to a fast-changing environment working with Team Leader and Senior Managers as well as helping other staff
- Salary £ Negotiable depending on experience.
- Monday to Friday
- UK's leading wealth management pension scheme
- Unrivalled career development prospects
- National Training and ability to up skill your existing skill set.
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IFA Administrator - Glasgow, United Kingdom - Paradigm Employment Services
Description
IFA Administrator
Exciting opportunity for a Financial Administrator to join one of UK's leading Wealth Management and Financial Advisory specialists based in Spalding area.
Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any organisation as it is a vital part of any business.
We are looking to speak with applicant who can demonstrate commitment, enthusiasm along with willingness to contribute to this outstanding business.
Main Responsibilities for the successful IFA Administrator:
About the successful IFA Administrator:
Paradigm Employment Services Ltd is acting as an Employment Agency in relation to this vacancy
