Bond Recruitment is delighted to be recruiting an experienced IFA Administrator on behalf of our client, a well-established and respected firm of Independent Financial Advisers in Altrincham.
The Role
Meeting and greeting clients, answering and dealing with incoming enquiries
Diary Management - arranging appointments with clients and updating adviser’s diaries.
New Business –
· Obtain illustrations, application documents and all paperwork required for business processing
· Processing and submitting new business adhering to the new business workflow
· Case Ownership – Following submission of new business, tracking this all the way through to completion, keeping the client updated and managing their expectations throughout.
· Letters of Authority – submitting to client for signature and to providers to get all of the required plan details for research and analysis
Existing Clients
· Portfolio rebalancing and trading
· Processing withdrawals and contributions and monitoring these through to completion
· Preparing clients packs for Annual Review meetings and then completing the work required post meeting supplied via the advisers meeting notes
General
· Minimum of 2 years experience within a financial advice firm supporting IFAs
· Very high level of attention to detail
· Ability to work independently managing their own workload of tasks delegated by team manager
· Previous experience with the following providers would be very useful in terms of familiarity with navigating their website for client information and completing transactions but also submitting new business - A J Bell, Transact, Royal London, Canada Life International
· Experience using back office system Intelliflo and any experience of the following would be very useful but not essential – Defaqto, O&M profiler, IO Planning (Cashflow planning)
Full office based, no working from home, full time 9.00-5.00 Monday – Friday
24 days holiday
Available following 3 months permanent service - Income Protection - 75% of salary, payable after the 13-week deferred period. Group life cover (death in service) - 4x salary