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IFA Administrator - Hours: Part time – 21 hours over 3 days
Nottingham (Our ref AL1365) (home working 1 day per week can be considered)
Salary: £15.00 per hour – 21 hours = £16,380 per annum (£27,300 full time equiv)
Ideally, be available to work additional hours to provide holiday cover for up to 20 days per annum.
My client is an independent advisory practice, based in Nottingham and they are looking for an individual to join their small team on a part time basis, providing administrative support to the Financial Advisors.
Responsibilities
* New business processing, including:
* Obtaining and completing application paperwork
* Sending new business to providers
* Submitting business on main investment Platform
* Entering business onto back-office system
* Managing and updating tasks on back-office system
* Chasing business through to completion
* Chasing fees
* Processing ‘Letters of authority’, including:
* Generating requests for information
* Sending to providers
* Managing and updating tasks on back-office system
* Chasing providers for outstanding information
* Inputting plan information on back-office system
* Answering the telephone
* Dealing with incoming post
* Scanning and saving documents to back-office system
* Client and Provider liaison
* Generating recorded/special delivery post online & delivering to post office
* Client research and preparation for adviser meetings with clients
* General administration
Qualifications and capabilities
Essential:
Previous IFA / Wealth Management administration experience
Experience of using back-office systems
Experience of using Platforms/Wraps
Knowledge of Pensions and Investments
Basic compliance knowledge and understanding of what makes a compliant file
Excellent organisational and prioritising skills
Excellent written and spoken communication skills
Good computer literacy and typing skills
Comfortable following prescribed processes
Able to work alone using own initiative
Preferred but not essential:
Experience of using Intelligent Office back-office system
Industry qualifications
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