We are currently recruiting for a Financial Planning practice based in Bookham, Surrey who are looking to recruit a Part-Time IFA Administrator to join their team. 28 hours a week - 3 days a week.
Job Description
1. Liaising with clients to obtain personal information, NI numbers, addresses and policy details. Confirming change of address
2. Answering phone calls and allocating the relevant follow up
3. Booking meetings and follow up appointments. Running all diary and schedules through activity management and outlook
4. Sending pre meeting information, letters, maps and welcome packs
5. Sending follow up letters and requesting ongoing information
6. Dealing with providers to obtain: Quotations, illustrations, transfer values, plan encashment and surrenders
7. Completing compliance requirements and Anti Money Laundering checks for all clients
8. Producing weekly cash reports via Transact
9. Updating CRM with new client information and updating existing client details
10. Submitting new business online. Obtaining quotes via The Exchange / Web Assure
11. Liaising with accountants and solicitors for mutual clients
12. Managing Letters of Authority from start through to collation of information
13. Dealing with Providers to instruct sales (with the guidance of the planner) and transferring cash into and out of plans
14. Pension Transfer establishment and dealing with external pension...