Jobs

    IFA Administrator - Warwickshire, United Kingdom - Kelly Services (UK) Ltd

    Kelly Services (UK) Ltd
    Kelly Services (UK) Ltd Warwickshire, United Kingdom

    1 day ago

    Default job background
    Permanent, Full time
    Description
    Are you an experienced IFA Administrator looking for a new opportunity? Do you want to work for a highly successful company who are experiencing humongous growth due to their continued success? If so, this could be the perfect role for you

    What's in it for you?


    Salary:
    up to £30,000 doe

    Hours of work: 9am - 5pm with a 1 hour lunch (35 hours per week)
    Life Assurance
    Group Income Protection

    Location:

    WarwickDuties/Responsibilities:
    Administrative Support to Financial Planners and Team Leader
    Obtaining provider information and collating these together with relevant client specific illustrations required to assist adviser with their recommendations and enable paraplanners to produce comprehensive reports
    Processing New Business following adviser handover
    Ensuring all compliance documents on file/provided by adviser prior to submission
    Ensuring client advised of progress throughout this process
    Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations
    Producing Risk Profiler results where required
    Processing and monitoring switch directly with provider or electronically via platform
    All above is to be adhered to in line with the WS Fund Switch Process
    Preparing valuation reports
    Preparing supporting performance documentation for client review appointments
    Preparing review checklist for adviser/client appointments
    Preparing any documentation required (compliance or policy specific i.e. death benefit nomination form)
    Preparing half yearly valuation reports for issue to client (postal or electronic)
    Completing withdrawal instructions on behalf of clients/advisers, as directed by adviser
    To provide an efficient, high quality and compliant service to our clients. Deliver a full customer service in a professional, timely and efficient manner.


    Skills/Experience required:
    Previous experience as an IFA Administrator is essential
    Demonstrating good customer communication and relationships
    Team working and collaboration
    Planning and Prioritising
    Using systems and processes
    Demonstrate honesty and integrity
    Adaptability
    Enthusiasm
    Dependability
    Personal commitmentPlease apply today of this sounds like you

    KSBirmingham

    Kelly Services are acting as an Employment Agency in relation to this role. Should you choose to apply, your information will be processed in accordance with Kelly's .

    For information regarding data protection at Kelly, please visit the Kelly website and have a look into the Privacy Statement.

    As an Equal Opportunities employer we welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age


  • Kelly Services (UK) Ltd Warwickshire, United Kingdom Permanent, Full time

    Are you an experienced Financial Services Administrator looking for a new opportunity? Do you want to work for a highly successful company who are experiencing humongous growth due to their continued success? If so, this could be the perfect role for you · What's in it for you? · ...