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 Liaising with clients to obtain personal information, NI numbers, addresses and policy details. Confirming change of address Answering phone calls and allocating the relevant follow up Booking meetings and follow up appointments. Running all diary and schedules through activity management and outlook Sending pre meeting information, letters, maps and welcome packs Sending follow up letters and requesting ongoing information Dealing with providers to obtain: Quotations, illustrations, transfer values, plan encashment and surrenders Completing compliance requirements and Anti Money Laundering checks for all clients Producing weekly cash reports via Transact Updating CRM with new client information and updating existing client details Submitting new business online. Obtaining quotes via The Exchange / Web Assure Liaising with accountants and solicitors for mutual clients Managing Letters of Authority from start through to collation of information Dealing with Providers to instruct sales (with the guidance of the planner) and transferring cash into and out of plans Pension Transfer establishment and dealing with external pension providers Arranging annuity details and drawdown set up Entering fees and adviser charges on CRM and sending invoices to clients and providers Review pack preparation Create and send out Adviser Charge letters and emails to all clients Stationery and office supplies ordering Handling post - daily Scanning - daily Maintenance of office - clean working environment. Team refreshments Setting up meeting room and clearing afterwards. Refreshments and meet and greet. This can be for zoom or in person