IFA Administrator
On-site
Full Time
#Technology
#Financial Services
#Administration
#Research
Experienced IFA Administrator sought to provide a dedicated, accurate and efficient support service to the Chartered Financial Planning Consultant.
Income and commission preparation and reconciliation is an integral part of the job role.The ideal candidate must have a proven IFA background. Knowledge of Intelligent Office would be an advantage; however, training will be provided.You would be part of a small team, therefore being able to use your own initiative would advantageous.
Duties will include:-
•General office duties including client/provider telephone and email queries, daily post and meet and greet clients who have appointments in the office.
•Scanning and storing relevant documentation.
•Using Intelligent Office as a back-office system, to store and maintain all client records and to keep a diary system of tasks.
•Preparing all pre and post appointment meeting packs and client files.
•Daily – Income and Commission queries.
•Downloading the Morningstar research data on a weekly basis.
•Contact providers to update and gather information for our clients.
•Transfer of Servicing Rights/obtaining plan information
•Ad Hoc duties such as stationery orders and office bills.
•Bulk valuations – as and when required.
•Occasional mail merge / mailshots to clients.
•Assisting with processing of new business if required.
