Ifa Administrator - Hove, United Kingdom - IEP Financial Ltd
2 weeks ago
Description
Role purpose
We are seeking an experienced IFA Administrator with a minimum of 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 £25,000£30,000pa._
- Please note: Salary will be based on experience and qualifications._
Company Benefits: 25 days holiday + bank holidays, company paid eye tests & flu jabs, death in service x3 annual salary, pension is a matched 3% and the offer of salary sacrifice.
Job Types:
Full-time, Permanent
Salary:
£25,000.00-£30,000.00 per year
Benefits:
- Company pension
- Life insurance
- Work from home
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
COVID-19 considerations:
Various sanitiser stations, anti-bacterial gel on all desks, extra cleaning etc.
Work Location:
Hybrid remote in Hove, BN3 2AF
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