Ifa Administrator - Wolverhampton, United Kingdom - MitonOptimal Portfolio Management (UK) Limited

Description

Responsibilities:


Provider Communication:
Establish and maintain effective communication channels with financial product providers, effectively conveying and obtaining necessary information.

Ceding Scheme Expertise:
Demonstrate proficiency in gathering and utilising ceding scheme information to facilitate seamless processes for our clients.

Annual Review Process:
Take charge of the annual review process, ensuring its comprehensive execution, accurate documentation, and adherence to established timelines.

Client Relationship Support:

Collaborate with our team of Independent Financial Advisors to manage client relationships by providing exceptional support, addressing inquiries, scheduling meetings, and maintaining regular interactions.

Documentation Excellence:
Maintain meticulous records and documentation, including client records, financial paperwork, and communication, in adherence to regulatory standards.

Regulatory Compliance:

Stay abreast of evolving financial regulations, industry standards, and compliance requirements, ensuring adherence to these benchmarks across all operational aspects.

Requirements:


Experience:

A track record of 3+ years in a similar role within a financial advisory firm, wealth management, or financial services setting.

Experience using Intelliflo and submitting new business across various platforms is a must.

Administrative Expertise:
Proven ability to meticulously manage administrative tasks related to financial products, including ceding schemes and annual reviews.

IT Proficiency:
Proficient in Intelliflo, as well as Microsoft Office Suite.

Effective Communication:
written and verbal communication skills.

Organisational Skills:
Excellent organisational and time management abilities to handle multiple tasks and deadlines efficiently.

Attention to Detail:
An eye for detail and accuracy when handling financial documentation and maintaining records.


Additional Information:

• Salary: Compensation will be commensurate with experience and qualifications.

Working Hours: 8am - 4pm Monday - Friday.


Job Types:
Full-time, Permanent


Salary:
£22,000.00-£25,000.00 per year


Benefits:

• Company pension

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Wolverhampton, WV1: reliably commute or plan to relocate before starting work (required)

Work Location:
In person


Reference ID:
IFA Administrator