IFA Administrator - NJR Recruitment : Job Details

IFA Administrator

NJR Recruitment

Job Location : Sutton Coldfield, UK

Posted on : 24/10/2024 - Valid Till : 05/12/2024

Job Description :

Our client offer a boutique Wealth Management service and provide bespoke financial soultions to High Networth individulas and businesses. An opportunity is now available for an IFA Administrator to join a growing and dynamic business. This individual will be assisting two advisers, so they will need to have previous experience working in a fast paced environment.

Responsibilties:

  • Appointment Emails - Confirming appointments, and liaising with adviser to prepare for the meetings
  • Client term of Business - Ensuring clients have completed our company terms of business
  • Client servicing request - Amendments to client details, address, income and contributions
  • New Business Processing - Processing all new business, including updating back office-system, and working on various provider platforms to ensure smooth running
  • Withdrawal processing - Processing of all client withdrawals, liaising with clients, advisers, providers, ensuring the accurate processing of all the requests
  • Bed &ISAs - Submitting and finalising Bed &ISA across numerous provider platforms
  • Death claims - Dealing with all death claims, liaising with advisers, providers, executors
  • Liaising with clients - Direct communuication with clients,via phone,email and at times,face to face
  • Provider communications - Daily communications with numerous providers via phone, email, & platforms
  • Smart Search - Processing smart search request for client records
  • Adviser Support - Supporting advisers for numerous ad hoc requests,queries
  • Liaising with teams - Internal team communications

Skills and Experience

  • Excellent organisation skills
  • Able to communicate effectively
  • Effective time management
  • Experience of provider platforms
  • Take responsibility for managing own workload
  • Can work independently and as part of a wider team

For more information please contact one of our specialist consultants quoting reference NJR15289

#FIN

Salary : 26500 - 26500

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