IFA Administrator
Description✓My Wolverhampton based Independent Financial Advisers are looking for an IFA Administrator to join their team on a full time and permanent basis.
✓Duties will include:-
✓* Submitting applications, sending off paperwork & chasing to completion
✓* Obtaining client valuations both on the platforms and with other providers
✓* Obtaining letters of authority and contacting companies for existing product details via phone, post & email
✓* Preparation work for client meetings including producing illustrations & paperwork required
✓* Undertaking client reviews, setting up model portfolios & completing switches & rebalances
✓* Maintaining wrap platforms
✓* Preparing & sending client income drawdown review reports including cashflow projections
✓* Telephoning companies for existing product details via phone, post & email
✓* Working alongside the Investment Director & Paraplanner when required in order to produce work required for the Adviser
✓* Answering the phone & handling queries
✓* Typing letters
✓* Checking documents received & sending to client
✓* Scanning documentation & general administration
✓Key Skills:-
✓* Ideally you will have worked within the Financial Services sector within a Bank or IFA in an Administration capacity
✓* You will have excellent IT skills, good attention and accuracy skills
✓* Must have excellent communication skills to be able to build strong relationships with clients and colleagues
✓* If you have used Intelligent Office or Wrap platforms previously this would be advantageous but not essential
✓* The successful candidate would be prepared to study for relevant qualifications for the role Show more →
✓Duties will include:-
✓* Submitting applications, sending off paperwork & chasing to completion
✓* Obtaining client valuations both on the platforms and with other providers
✓* Obtaining letters of authority and contacting companies for existing product details via phone, post & email
✓* Preparation work for client meetings including producing illustrations & paperwork required
✓* Undertaking client reviews, setting up model portfolios & completing switches & rebalances
✓* Maintaining wrap platforms
✓* Preparing & sending client income drawdown review reports including cashflow projections
✓* Telephoning companies for existing product details via phone, post & email
✓* Working alongside the Investment Director & Paraplanner when required in order to produce work required for the Adviser
✓* Answering the phone & handling queries
✓* Typing letters
✓* Checking documents received & sending to client
✓* Scanning documentation & general administration
✓Key Skills:-
✓* Ideally you will have worked within the Financial Services sector within a Bank or IFA in an Administration capacity
✓* You will have excellent IT skills, good attention and accuracy skills
✓* Must have excellent communication skills to be able to build strong relationships with clients and colleagues
✓* If you have used Intelligent Office or Wrap platforms previously this would be advantageous but not essential
✓* The successful candidate would be prepared to study for relevant qualifications for the role Show more →