Senior Financial Support (IFA) Administrator
Pertemps
- Plymouth
- £32,000 per year
- Permanent
- Full-time
- Salary: £25,000 - £32,000 depending on experience
- Full time - 9-5 Monday to Thursday, 9-4 Friday
- Highly effective time management and organisational skills
- Ability to work as part of a team
- Ability to work under pressure
- Good literacy and numeracy skills Proficient in use of Microsoft Office
- Excellent communication and interpersonal Skills (verbal and written)
- Articulate with attention to detail
- Ability to work within defined business processes
Client Servicing
- Preparing new business and client review packs for client meetings
- Assisting with the production of accurate client portfolio valuations statements Obtaining literature and forms from providers and pre-completing basic client details
- Obtaining Anti-Money Laundering Requirements and conducting electronic checks for new and existing clients
- Highlighting and assisting in the client review process to deal with policy queries.
- To use an appropriate system to record all new business submitted to providers.
- To record all new business and advice events accurately on back-office systems
- Liaise with product providers to ensure all applications are received, completed, and attend to outstanding requirements, communicating with relevant adviser.
- Correctly record commission and fees and issue invoices where necessary
- Produce Illustrations, valuations, report writing, analysis, fact-find, when required.
- Linking all incoming and outgoing relevant documentation and correspondence onto client files including: All written and electronic correspondence - Conversations and emails with clients - Conversations with providers
- Ensuring electronic client files are organised and updated to ensure information is easily accessible when required.
- All ensure all client facing correspondence has been proofread Ensuring advisers produce follow-up notes to client meetings.
- Ensuring all tasks are carried out within FCA regulatory
- Notifying advisers of any complaints received and following appropriate procedures within complaints handling process.
- Recording all correspondence
- Following Anti-Money Laundering Procedures
- Liaise with compliance or senior management when you highlight a case which you feel does not meet company policy or procedures.
- To ensure that all activity complies with company procedures.