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IFA Senior Administrator

  • Salary: Negotiable
  • Location: Bromsgrove, Worcestershire
  • Sector: Financial Services
  • Job type: Permanent
  • Date posted:
    01 Jul 2021
  • Job reference: 35857

A national IFA practice, with an outstanding culture, vision and values. Looking to grow the business rapidly due to ongoing acquisitions.


This opportunity will see you working out of either the Birmingham office or the Bromsgrove office.


Responsibilities:

  • To provide efficient administrative support to a number of IFA's
  • Preparation of correspondence including letters and emails
  • To be a point of contact for IFA's, clients, life offices and members of the business
  • Maintenance of all administration systems, ensuring all client data is accurate and up to date
  • Maintenance of diary management system, ensuring daily work-flow is completed accurately and in line with SLA's
  • Assist with the management of the IFA's portfolio of existing business
  • Ensure appropriate documentation is scanned and attached to the relevant client records
  • Prepare and format reports in accordance with Company guidelines
  • Prepare new business and review packs for IFA client meetings
  • Obtain research when requested for protection and annuity products
  • Provide mortgage research for IFA's using online systems
  • Obtain illustrations for products from providers either on-line or over the telephone
  • Undertake filing, photocopying and scanning duties when required
  • Process payment requests and surrenders using SLA's and compliance guidelines
  • Deal with fund switch requests and also be responsible for processing fund switches online (where applicable) and follow through to completion
  • Obtain valuations/details on existing policies, ensuring the administration system is updated accurately
  • 121 meetings with IFA's where necessary
  • Deal with any urgent post in accordance with SLA's
  • Provide coaching and support for other team members
  • To be able to delegate work to your Administrator efficiently and effectively
  • To work closely alongside your allocated Administrator and help them to prioritise and manage their work-flow, ensuring accuracy at all times
  • Any other reasonable request made by a Director/Manager of the business


Requirements:

  • Experience of supporting Advisers in an office administration support role is preferable
  • Previous experience of coaching and supporting team members
  • Effective organisational and planning skills
  • Able to work to deadlines
  • Able to forge and develop relationships
  • Experienced using Microsoft Word, Excel and Outlook
  • Delivery focused, with a drive for quality throughout
  • Excellent interpersonal and communication skills
  • Must have a keen eye for detail
  • Willing to learn and develop
  • Able to work as part of a team, or if required, under your own initiative
  • Work as part of a shift rota pattern of 8am - 4pm, 9am - 5pm, 10am - 6pm

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