Job description
My client is currently looking to appoint an experienced IFA Administrator to join their team in Preston.
The administrator role is an integral and very important part of the delivery of advice services by the Advisers to their valued clients. Good communication skills will be important, as is accuracy of output and good client service.
Responsibilities
1. Work closely with the Adviser on all aspects of their day-to-day work with clients
2. Be involved in the processing of client business and interacting with the various pension and investment product providers
3. Prepare for client meetings for the Advisers
4. Work closely with product providers on changes to client's policies
5. Diary Management
6. Ensure client records, back-office system and shared folders are maintained and up to date
7. Prepare first meeting packs
8. Prepare mandates for signing, send signed copies to providers via email/post, monitor receipt of information within prescribed timescales, and preparing checklists (if required)
9. Complete verification checks (AML & Financial Sanctions), and complete enhanced due diligence (if required)
10. Send Attitude to Risk Questionnaire link to the client for completion ahead of the annual review meeting as required
11. Prepare annual review meeting documents for the Adviser
12. Assist the Adviser with post-client review meeting reports
13. Work closely with the paraplanners to assist them in the drafting of Suitability Reports for clients
14. Generate fee invoices using company's systems
The company offer a competitive salary with 25 days holiday, DIS, PMI, Pension, income protection, a paid volunteering day each year and more.
They are looking for:
15. Previous experience in an IFA Administrator
16. Strong knowledge of MS Office (specifically Word, Excel, PowerPoint and Share-point). Knowledge of IO is desirable
17. Excellent organisational skills and attention to detail
18. Good numeracy skills
19. Proven ability to operate to tight deadlines with minimal supervision
20. Excellent interpersonal and communication skills with an ability to liaise with all levels of personnel