Ifa Administrator
other jobs REED Insurance
Added before 4 Days
- England,South West,Devon
- full-time
- £25,000 - £30,000 per annum, inc benefits
Job Description:
Reed Financial services are pleased to be representing a Chartered Financial Planner firm based in Newton Abbott. Due to growth and demand they seek an additional IFA Support administrator to join their team.
My client can offer a friendly and supportive working environment, provide ongoing support and progression opportunities plus a competitive salary plus benefits. Plus Hybrid working so ability to work from home a few days per week.
Main purpose:
To provide administrative support to the financial advisers and Directors.
Duties and Key Responsibilities:
Provide general admin support to include:
• Preparing documents including client agreements, letters of authority and other documents.
• Dealing with letters, emails and phone calls.
Managing and maintaining confidential client information to include:
• Opening client files on Office 365 and Intelligent Office.
• Inputting information onto client records.
• Dealing with queries and gathering financial and client information.
• Responsible for new business processing, review preparation and processing in a timely and efficient manner.
Gathering and processing provider information to include:
• Illustration and product quotations and other documents such as Key Features and fund factsheets
• Dealing with any queries with providers – allocating simple queries to admin, dealing with more complex queries as required
• Completing relevant applications forms and new business checklist including checking any AML information.
• Gathering information and putting together client review packs
General responsibilities
• Follow company procedures, for example, in relation to data security and client confidentiality.
• Communicate with clients professionally and politely.
• Dealing with tasks for the advisers, allocating to administrators as relevant to ensure that deadlines are met.
• Supervising the day-to-day activities and delegating work to administrators to deliver admin and business production objectives.
Skills and experience required
• Working in a financial services environment for at least 2 years - ideally providing IFA admin support
• Emails and letter writing experience
• Accurate input of info onto client records
• Use of systems such as Office, Intelligent Office back office system
My client can offer a friendly and supportive working environment, provide ongoing support and progression opportunities plus a competitive salary plus benefits. Plus Hybrid working so ability to work from home a few days per week.
Main purpose:
To provide administrative support to the financial advisers and Directors.
Duties and Key Responsibilities:
Provide general admin support to include:
• Preparing documents including client agreements, letters of authority and other documents.
• Dealing with letters, emails and phone calls.
Managing and maintaining confidential client information to include:
• Opening client files on Office 365 and Intelligent Office.
• Inputting information onto client records.
• Dealing with queries and gathering financial and client information.
• Responsible for new business processing, review preparation and processing in a timely and efficient manner.
Gathering and processing provider information to include:
• Illustration and product quotations and other documents such as Key Features and fund factsheets
• Dealing with any queries with providers – allocating simple queries to admin, dealing with more complex queries as required
• Completing relevant applications forms and new business checklist including checking any AML information.
• Gathering information and putting together client review packs
General responsibilities
• Follow company procedures, for example, in relation to data security and client confidentiality.
• Communicate with clients professionally and politely.
• Dealing with tasks for the advisers, allocating to administrators as relevant to ensure that deadlines are met.
• Supervising the day-to-day activities and delegating work to administrators to deliver admin and business production objectives.
Skills and experience required
• Working in a financial services environment for at least 2 years - ideally providing IFA admin support
• Emails and letter writing experience
• Accurate input of info onto client records
• Use of systems such as Office, Intelligent Office back office system
Job number 1706243
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Company Details:
REED Insurance
Company size: 2,500–4,999 employees
Industry: Other
Reed Insurance is the UK’s #1 insurance and financial services recruitment agency, with offices located strategically in every financial service...