- Process business submissions within our service level agreement (SLA); recording all new business where necessary ( Intelligent Office, Business Register, File Tracker etc.) Submitting new business to providers, manage internal and external enquiries relating to new business; liaising with providers and clients for any outstanding information; responsible for one-month checks to ensure submissions are complete; NPW ('not proceeding with') process for business that is no longer going ahead.
- Assist with any outstanding enquiries from Accounts related to new business; clawbacks and commission enquiries; direct debit cancellations and distribute to the relevant team
- Business succession tracking
- Monitor shared email inboxes, and ensure any correspondence has been acknowledged, and responded to, by the end of the next working day, in agreement with the department SLA; review provider alerts and secure messages and distribute to the relevant team for further action; manage ad-hoc queries from advisers, including logging phone call logs
- First point of contact for telephone enquiries; record call details; distribute calls to the relevant departments; assist with any relevant queries for Admin
- Support with any mandatory daily tasks for the department, during staff absences
- Providing oversight and support to the Administrator
- Deceased client process; responsible for procedure oversight until completion; communication with clients, executors or third parties, for queries relating to policies under our management; requesting and recording all necessary documentation to complete process
- Compliance file process; Client Services Advice Team ('CSAT') compliance file process; scanning documentation to file and refer to Compliance team
- Responsible for any changes to the first meeting packs for all advisers, including the adding and removing of documents; print conductor process LOA stage process for initial advice meetings (including virtual files); record submission progress in file tracker; responsible for distributing and documenting client state pension forecasts; recording relevant emails and documents to client files
- Provide client information when requested payslips/ P60's/ valuations/ policy details etc.; any updates to client policy information pension beneficiaries etc.
- Responsible for monitoring and checking Dynamic Planner and sending out 'Attitude to Risk' hyperlinks; resending reminders to clients via Dynamic planner; following up with clients
- Issuing confirmation letters to clients that are no longer under our management, following servicing updates, on a quarterly basis
- Provide documentation to providers, for new or existing clients, to evidence KYC/AML verification, on request
- Responsible for cleansing of hard copy files on an annual basis; ensuring all files are shredded/ recorded on file, as necessary
-
Ifa Administrator
3 days ago
Finlink Ltd Sutton Coldfield, United KingdomA well-respected and long standing Independent Financial Planning firm are looking for an experienced Administrator to join their small team. This firm provides in-depth advice across all areas of personal finance including Pensions, Investments, Protectionand Inheritance Tax and ...
-
Ifa Administrator
2 days ago
Idex Tamworth, United KingdomIFA Administrator required for a leading local financial advice firm · Established company with welcoming friendly team · My client is happy to consider full-time or part-time applicants · **About Our Client** · A West Midlands based independent financial advisory practice with a ...
-
Ifa Administrator
4 days ago
Recruit UK Birmingham, United KingdomJob Title: IFA Administrator · Industry: Wealth Management · Location: Birmingham · **Salary**: £25, ,0000 · Job reference: 8844 · **Job Description**: · Recruit UK are proud to be working with an Independent Financial Planning firm in Birmingham on an IFA Administration role. · ...
-
Ifa Administrator
1 week ago
Recruit UK Birmingham, United KingdomJob Title: IFA Administrator · Industry: Financial Advice · Location:Birmingham · **Salary**: Up to £30,000 · Reference Number: 7180 · **Job Description**: · Recruit UK is working with a market leading financial planning firm based in Birmingham, dedicated to providing their clie ...
-
Ifa Administrator
1 week ago
CAPIO RECRUITMENT LIMITED Birmingham, United Kingdom**Job Title: IFA Administrator** · **Location: Birmingham** · **Salary: up to £26,000, dependant on experience and skills** · **The Company**: · We are working on a brand-new position with an award-winning national Financial Planning business who are searching to add an additiona ...
-
Ifa Administrator
1 day ago
Idex Birmingham, United Kingdom**About our client** · An expanding financial services group has an opportunity for an IFA Administrator to join their team in Birmingham. · Be part of an exciting journey as the Midlands team of this impressive national firm continues going from strength to strength. · **About t ...
-
Ifa Administrator
1 week ago
Independent Resourcing Consultancy Birmingham, United Kingdom**IFA Administrator**: · - Job Reference: 1446 · - Date Posted: 4 August 2023 · - Recruiter: Independent Resourcing Consultancy · - Location: Birmingham · - Salary: £18,000 to £26,000 · - Sector: Administration, Client Services · - Job Type: Permanent · - Contact: Jon Minns · - T ...
-
Ifa Administrator
5 days ago
Ortus PSR Birmingham, United KingdomThe opportunity for a brilliant IFA Administrator to join a national financial planning firm who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain th ...
-
Ifa Administrator
1 week ago
CAPIO RECRUITMENT LIMITED Birmingham, United KingdomCapio recruitment are working with an independent financial planning firm on an exciting new opportunity for an experienced IFA Administrator to join their firm in Birmingham. The firm deal with high net worth clients and provide advice one investments,pensions and defined benefi ...
-
Ifa Administrator
1 week ago
Ortus PSR Birmingham, United KingdomWe are looking for an experienced IFA Administrator to support an existing team of 2 administrators. Based in Birmingham. The team provides support to 4 Financial Advisers that are specialists in dealing with NHS professionals and are currently working closeto full capacity, so a ...
-
Ifa Administrator
1 week ago
mbf. Birmingham, United Kingdom**IFA Administrator - Birmingham - Salary negotiable up to £30K** · MB Fitzgerald Recruitment are currently working with a leading West Midlands based Financial Planning organisation with brand new offices in city centre Birmingham. · The company: · - The business are true holist ...
-
Ifa Administrator
1 week ago
Capio Recruitment Birmingham, United Kingdom**IFA Administrator** · **Birmingham** · **Up to £26,000** · Capio Recruitment are delighted to be supporting a small IFA firm based in Birmingham in their search for an IFA administrator to join their friendly team. · Working in a small yet high performing team, you'll have the ...
-
Ifa Administrator
3 days ago
Ortus PSR Birmingham, United Kingdom**IFA Administrator** · **Location: Birmingham** · **Salary: £18,000 - £25,000** · The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a f ...
-
Ifa Administrator
1 week ago
Integrity Resource Solutions Ltd Birmingham, United KingdomOur client, a leading national IFA are looking to recruit an IFA Administrator to support their Financial Advisers. · The purpose of this role is to provide comprehensive pre and post-sales support to Financial Advisers. You will ensure the accurate processing and completion of c ...
-
Ifa Administrator
2 days ago
Idex Birmingham, United KingdomA leading UK wide Financial Services and Investment firm has an opportunity for an IFA / Financial Planning Administrator to join their team in Birmingham with hybrid work from home and office flexibility. · This role will provide back office and client support for financial and ...
-
Ifa Administrator
1 week ago
Ortus PSR West Midlands, United KingdomA Tech lead IFA firm is looking to hire an experienced IFA Administrator to assist the Head of Advise and their Paraplanner. You will be liaising with Product providers and completing the Administration for Investments and Pension Advice. · You will have the opportunity to work f ...
-
Ifa Administrator
1 week ago
Ortus PSR West Midlands, United KingdomAre you ready to embark on a journey and develop your career as an IFA Administrator where exceptional customer service meets the power of efficient administration? Look no further we're on the lookout for a motivated and proactive Administrator to join a dynamic IFA firm. As a r ...
-
Ifa Administrator
1 week ago
Templegate Birmingham, United Kingdom**TEMPLEGATE RECRUITMENT** · **Financial Services Specialist Recruiters** · **Job Title**: Financial Services Administrator · **Location**: Edgbaston · **Salary**: Up to £25k Depending on experience. · **About the Company**: · Our Client is a Chartered firm of Independent Financi ...
-
Ifa Administrator
1 week ago
Cranleigh Personnel West Midlands, United KingdomFinancial ServicesGot a question about this role? · or Call: · Overview · - Technical IFA / Wealth Planning Administrator- Location: Outskirts Coventry- Salary: £24,000 - £30,000- Are you an IFA Administrator with at least one year's IFA Admin experience.?- Do you feel frustrate ...
-
Ifa Administrator
1 week ago
CAPIO RECRUITMENT LIMITED Birmingham, United KingdomCapio Recruitment is working with a truly independent financial planning firm on an exciting opportunity for a Financial Services Administrator to join a practice in Birmingham. The firm prides themselves on providing an industry leading service, with aclient first approach. They ...
IFA Administrator - Sutton, United Kingdom - Blakemore Recruitment
Description
We are currently recruiting for a Financial Planning practice in Cheam who are looking for an IFA Administrator to join their team. They are looking for someone who has experience within an IFA practice.
Duties: