IFA Administrator

Experienced IFA Administrator sought to provide a dedicated, accurate and efficient support service to the Chartered Financial Planning Consultant.

Income and commission preparation and reconciliation is an integral part of the job role. The ideal candidate must have a proven IFA background. Knowledge of Intelligent Office would be an advantage; however, training will be provided. You would be part of a small team, therefore being able to use your own initiative would be advantageous.

• General office duties including client/provider telephone and email queries, daily post and meet and greet clients who have appointments in the office.
• Scanning and storing relevant documentation.
• Using Intelligent Office as a back‑office system, to store and maintain all client records and to keep a diary system of tasks.
• Preparing all pre and post appointment meeting packs and client files.
• Daily – income and commission queries.
• Downloading the Morningstar research data on a weekly basis.
• Contact providers to update and gather information for our clients.
• Transfer of servicing rights/obtaining plan information.
• Ad‑hoc duties such as stationery orders and office bills.
• Bulk valuations – as and when required.
• Occasional mail merge / mailshots to clients.
• Assisting with processing of new business if required.