IFA Administrator
This job does not exist anymore.
Try running a new searchor browse our vacancies.
Or fill in the form below to receive job alerts.
Job Type | Permanent Full Time |
Location | Finchley |
Area | North London, England |
Sector | Financial Services - Financial Planning Administrator |
Salary | £23k - 27k per year + benefits + bonus |
Start Date | ASAP |
Advertiser | Revan Tish |
Job Ref | 33494 |
Job Views | 333 |
- Description
My client is a medium-sized Independent Financial Adviser practice authorised and regulated by the Financial Conduct Authority (FCA). Based in North London, the company offers a wide-ranging service to clients in both the individual and corporate markets. The company has built up a strong reputation for imaginative solutions, exemplary service and true professionalism in a complex market. Their clients range from high-net-worth individuals to companies employing up to 5000 people.
They are now looking for a knowledgeable administrator to join their team, initially working from home. They offer a fantastic company culture, development opportunities and exam support for individuals that wish to.
Responsibilities:
- Contact providers and gather appropriate information required for policies held
- Download or request transaction histories for previous 12 months
- Know how to navigate and update all relevant fields on back office system for each policy and update comments in correct format
- Merge valuation document, edit to correct formatting and print
- Compile review pack including valuation document, compliance documents and any additional valuation reports and pass these over to Paraplanners and/or Advisers
- Attach all documents to back office system correctly
- Checking validity of internal documents and know the validity time frames
- Update compliance checklist, know where to find new documents needed and provide both with the review pack.
- Attach check list to back office system
- Update and complete review task
- Link relevant benchmarks
- Set next review date
- Mentoring members of the team that are part of Graduate program
- Progression into a mixed role of Reviews and Policy Servicing
- Any other reasonable task that may be asked of you.
Experience:
- Previous IFA Admin support experience (minimum 6 months).
- Exemplary English language written and oral skills.
- IT literate, in particular, MS Office.
- Enjoy and thrive working as part of a team.
- Solid knowledge and understanding of financial products including pensions, investments, and protection plans.
- Ideally; good understanding and experience of popular platforms such as Aviva, Aegon, AJ Bell.
- Good prioritisation, time management and organisational skills.
- Exercise frequent and clear communication with team members, Line Manager and colleagues.
- Possess good attention to detail which is not compromised when under pressure.
- Ideally experience of X-Plan back office system