Ifa Administrator - Chorley, United Kingdom - Jane Deane Recruitment Limited

Jane Deane Recruitment Limited
Jane Deane Recruitment Limited
Verified Company
Chorley, United Kingdom

2 days ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description
IFA practice based in Chorley require an additional IFA Administrator.


Key Tasks and Responsibilities include (but not limited to)

  • Daily contact for nominated adviser(s), updating and liaising to conclude work related tasks
  • Submission and completion of new business cases adhering to the compliance and new business processing guidelines set out. Ensuring all business is recorded on relevant data bases and stored/scanned to systems in line with the company standards
  • Pipeline ensure all business is recorded and chased through to completion, liaising with both Adviser, providers, GPs and Medical companies and recording notes for audit purposes
  • Maintain client files in line with company guidelines and standards
  • Prepare and maintain the client service / review list for the adviser, ensuring all are completed within the set timeframe, providing full pack including a client valuation and supporting documentation. Updating the system to ensure the next diary contacts are specifically recorded in line with the service proposition
  • Letter of Authority ensure the requests are sent in a timely manner, recorded and chased through to completion. Scanned to the system and provided to the Adviser upon completion
  • Prepare cases for Paraplanning, ensuring all necessary information is on file for the report completion, liaising with relevant departments to resolve any outstanding queries
  • Assist the business as and when required in various tasks upon request, including meeting and greeting clients, answering and dealing with incoming enquiries.

Salary:
Up to £27,000.00 per year


Benefits:


  • Onsite parking

Schedule:

  • 8 hour shift

Experience:


  • IFA Administration: 1 year (preferred)

Work Location:
Hybrid remote in Chorley
More jobs from Jane Deane Recruitment Limited
See all jobs of Jane Deane Recruitment Limited