IFA Administrator
4 days ago
Chorley
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, • 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), • Hybrid working, • 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.