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IFA Administrator

Job description

My client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley.

Key Tasks:

  • Daily contact for advisors, updating and liaising to conclude work related tasks
  • Prepare client packs, brochures, applications and anything required for a client meeting
  • 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

Main benefits:

  • Competitive salary
  • 28 days holidays (plus Bank holidays)
  • Supported learning and development
  • 1 hour early finish Fridays along with Friday dress down
  • Work Place Pension
  • Exam and study leave
  • Staff spot bonus (monthly nominations)
  • Employee Assistance Programme

For more information please contact Graeme Hyland on 07896 933622.

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