IFA Administrator

Our client is a very well established firm of Independent Financial Planners with their Head Office based in Ellesmere Port.

They are currently looking for a IFA Administrator to assist their Financial Planning team;

• Processing new business applications in a timely and compliant manner
• Liaising with product providers, clients and advisers as necessary
• Inputting new business and maintaining and ensuring that new and existing records, both computerised and manual, are kept up to date
• Produce client reviews/valuations
• Follow Client Reporting Online Service procedures
• Maintain client’s cash accounts where income is required
• Keep up to date with providers online wrap/platform services to aid with ongoing servicing of clients
• Maintain GAD activities for clients in drawdown
• Use of The Exchange for risk business, where applicable
• Issue of annual statements to individual clients
• To follow cases through to issue and payment
• To send out policy documents and file copies
• Filing - in accordance with in-house paperless office procedures
• Provide general administrative and clerical support, as required
• Answering telephone and re-directing calls as required.
• Greeting individual callers and dealing with as required

Any other ad hoc duties are instructed by Management