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    IFA Administrator - Worthing, United Kingdom - Blakemore Recruitment

    Blakemore Recruitment
    Blakemore Recruitment Worthing, United Kingdom

    1 week ago

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    Description

    We are currently recruiting for a National Financial Planning practice who are looking to recuit an IFA Administrator in their Worthing office.

    Purpose of role

    To provide pre and post-sales support to the Financial Advisers. To ensure that client documentation/requests are accurately processed and completed within the required time scales; and in accordance with the compliance guidelines as defined by the Company. To provide a high level of support to clients in an efficient, compliant and professional manner.

    Key Responsibilities

  • To obtain illustrations, key features and application forms from Platforms Providers as required.
  • Compile client meeting packs containing documentation such as, but not limited to, valuations, client agreement, fact find, risk questionnaire and profile for the Adviser to use at client meetings.
  • To post client documentation to the client or product providers as appropriate.
  • To issue signed letters of authority (LOA) and transfer of agency (TOA) to providers and obtain standard policy information. Update client policy records on receipt of information on Intelliflo Office.
  • To accurately maintain client personal details and policy information and update on Intelliflo Office.
  • To prepare new business applications in accordance with the Company's standard operating procedures and compliance handbook.
  • Deal with and respond to written, telephone and electronic general enquiries for IFAs, colleagues, clients and providers.
  • Provide clients with timely and accurate information and obtain any new business information and existing policy information from clients where required.
  • Maintaining relationships and contacts with providers to ensure a professional service.
  • Deal with any resulting fee and commission queries from the Finance Department.
  • To produce accurate, regular and ad-hoc client valuation schedules, and input into Intelliflo Office.
  • To arrange for amendments to encashment and withdrawal requests from existing client plans as instructed by the Adviser and inform the client by email where appropriate.
  • To update Intelliflo Office client records with the amendments.
  • Managing time effectively to ensure all work is processed. Regular reports such as cash balance monitoring, pipeline and weekly MI is reviewed in line with expectations.
  • To operate and manage an effective diary within Intelliflo Office to ensure that all activities are planned for and carried out in a timely manner.
  • To ensure that Advisers and the IFA Admin Manager are informed of any client related events and issues in a timely manner.
  • To provide cover and carry out duties for other Administrators in the team, in their absence. Where necessary: -
  • Projects - carry out projects as required by the business which may include the following key areas
  • o Intelliflo Office
  • o Platforms / Providers
  • o Investment Committee
  • o New Business

    • Experience / Skills Required

  •  Computer literate in Microsoft Office and other applications
  •  Excellent communication skills both written and verbal
  •  Client centric in approach
  •  Organised and highly motivated
  •  Good levels Industry knowledge
  •  Good attention to detail
  •  Accurate data entry and record keeping skills
  •  Willingness to study towards professional qualifications (desirable but not essential)
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