Ifa Administrator - London, United Kingdom - The Coast Partnership

The Coast Partnership

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Our client a prestigious and long standing IFA is now looking fro an experienced Client support Administrator to join the growing team.

The Role

Preparing first meeting packs as and when required
Inputting fact find details into our back office system
Intelligent Office (IO)
Set up clients on IO
Input case onto IO Input initial fee (commission) onto IO
Input expectation of future income onto IO
Obtain illustrations (Exchange or other methods)
Obtain KFds or KIIds
Input ATR Questionnaire into Financial Express (FE)
EValue
Print ATR Report outcome via FE
Input Lifetime cash forecasting information into via Truth (where relevant)
Prepare suitability letters for Adviser sign off (using templates or software)
Obtain & copy Anti Money Laundering documents
Complete verification form for Adviser signature Pass prepared case to Compliance (using checklist)
On-Line Processing (where relevant)
Updating IO on a continual basis with updates/changes/progress on cases using activity manger and other workflow functions
Chasing business Weekly planning / strategy meeting with Adviser

Skills

Level 4 qualification or significant progress towards (e.g. 1 or 2 exams away)
Experience of liaising with providers and knowledge of financial products
Good communication skills
Good analytical skills
Good listening ability
Good telephone manner
Good level of IT proficiency including specific Financial Services software used Can do attitude to work
Being able to work without constant supervision
Being a Team player Ability to work to times scales