Type of Position: IFA Administrator - Newcastle
Pay: £25k - £30k
IFA Administrator - Newcastle
Our client is looking for an IFA Administrator to join their team based in Newcastle. You will be working as part of a team providing timely and efficient support to the Advisers in conjunction with the Paraplanners.
Responsibilities
1. Provide administrative support to Advisers and Paraplanners.
2. Input and maintain data on the Company’s back office system.
3. Update and manage a diary system, taking action when required.
4. Format and prepare letters and documents.
5. Liaise with both internal and external contacts and clients by telephone and email.
6. Support Advisers in managing their pipeline and portfolio of existing business.
7. Communicate with Life Offices and Investment Houses when requesting information.
8. Prepare files for compliance checking.
9. Undertake filing, photocopy and scanning duties when required.
10. Maintain client records using the Intelligent Office system.
11. Keep up to date with all relevant product, legislative and technical changes.
12. Manage client reviews, including preparing client valuations.
13. Prepare client reports – these may be in relation to pensions, investments Trustee Investment, IHT planning and other associated financial planning requirements.
14. Review products available to meeting client needs and make appropriate recommendations.
15. Develop productive working relationships with colleagues and clients throughout the financial services environment.
16. Act ethically, impartially, and always in the best interests of clients.
17. Follow the internal IEP processes and procedures.
18. Ensure compliance adherence with the FCA regulatory and legislative requirements.
19. Ensure IEP meet the expectations of the FCA with regards to treating customers fairly.
20. Act in accordance with the terms and conditions of your employment contract.
These duties are not to be regarded as exhaustive and you may be required to perform such other and/or additional duties within your skill-set and competence as the company may require.
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