About the Role
This is a fantastic opportunity for an ambitious and motivated individual to join our client's team as a Senior IFA Support Administrator.
As a key member of the advisory support team, you will play a vital role in providing administrative support to the firm's advisers and technical team.
Based in Gerrards Cross, this full-time role offers a competitive salary of £25,500 per annum, plus benefits.
The Ideal Candidate
* Must be conscientious and organised with a strong work ethic.
* Will have a willingness to learn and openness to being coached/mentored.
* Be computer literate in Microsoft Office.
* Have excellent communication skills both written and verbal.
* Able to adopt a client-centric approach.
* High attention to detail and professionalism.
* Able to accurately maintain client records and data entry.
* Willingness to study towards professional qualifications (supported by the firm).
Key Responsibilities
* Obtain illustrations, key features documentation, fund factsheets, KIIIDs and application forms from Platforms/Providers as required.
* Review meeting preparation - produce valuations and ensure correct documentation is gathered.
* Completion of product application forms, Trust documentation and new business submission (platforms).
* Monitoring and oversight of new business applications and fees.
* Issue client documentation to the client/product providers as appropriate.
* Perform electronic ID checks and ensure compliance documentation is present 'on file' at each stage of the advice process.
* Issue signed letters of authority (LOA) and transfer of agency (TOA) to providers and obtain standard policy information.
* Update client policy records on receipt of information on intelligent Office (Intelliflo).
* Maintaining relationships and contacts with providers to ensure a professional service.
* Deal with encashment and withdrawal requests from existing client plans as instructed by the Adviser and inform the client by email, where appropriate.
* Manage the IFA diary.
* Ensure that Advisers and the Managing Director are informed of any client-related events and issues in a timely manner.
Benefits
* Competitive salary (£25,500)
* Workplace pension (Aviva)
* Healthcare (Westfield)
* Annual holiday allowance - 25 days plus Bank Holidays plus time off between Christmas and New Year
* Inclusive culture promoting employee wellbeing and engagement
* Career progression (exam support) and ability to take on higher level work
About Our Client
Our client is an equal opportunities employer promoting diversity and their interview selection process is inclusive and free from discrimination.