My client is a family friendly financial advice practice seeking a part-time administrator at their Droitwich Spa offices. They are a values-based, independent company, offering unbiased financial support specific to the needs of clients for pensions, investments and protectionAbout the Role
* IFA Administrator to join our friendly team.
* Offering a competitive salary, this rewarding role will join a highly regarded caring team.
Key responsibilities:
* Responding to tasks within the administrator's in-box
* Completing tasks on Client Management to ensure that new business is processed
* Processing new business - Pensions and Investment.
* Issuing client Letters of Authority to providers and Collating information
* Organising Illustrations
* Putting full review packages together
* Valuing client portfolios
* Checking policy documents and issuing policy documentation
* General administration such as scanning documents, distribution of incoming post and answering the telephone in an appropriate manner and able to take clear messages
* Timely communication with the advisers and members to notify them of any issues and ensure all requests are tracked through to completion
* Process investment withdrawals for one off and regular payments on time for payments to clients
Key Skills
1. Preferred experience fr...