We are looking for a proactive and detail-oriented IFA Administrator to join our partner, a leading financial planning firm. This role offers a fantastic opportunity to develop your career in financial services administration while contributing to a dynamic, supportive, and client-focused environment.
Key Responsibilities:
1. Pre-New Business Queries: Manage queries through Hubspot.
2. Letters of Authority: Process and chase to completion.
3. Client Preparation: Obtain illustrations and prepare for client meetings.
4. New Business Processing: Handle all product types and fund switches.
5. Post New Business Processing: Track new business to completion with providers.
6. Compliance: Follow AML procedures and ensure all requirements are met.
7. Servicing Processing: Handle basic updates, withdrawal requests, tax, plan information, and death claims.
8. Database Management: Manage Intelliflo and task database management.
9. Service Fee Management: Manage service status and fees for clients.
10. Portfolio Summaries: Provide client portfolio summaries and valuations.
11. Ongoing Suitability: Maintain suitability records po...