Job Information

Our established Wealth Management Clients based in Kent require an experienced IFA Administrator

Purpose of the Job 

            To support the sales and giving of advice to private clients, all system-based administration and client liaison work in connection with any private client product sales.

            To provide analysis, monitoring and reporting, as required, in respect of investment valuation reports, including SIPP drawdown analysis, existing policy analysis and portfolios, diary and MI.

            To provide and be responsible for administering clients’ needs, including communicating, with clients, providers where necessary, product research, diary, etc.

            To contribute to the success of the company overall and to adhere to all internal compliance standards, administration procedures, TCF and time-recording, where necessary.

·       To provide support services for all client sales made by the Wealth Advisers, to ensure 100% compliance with the FCA regulations on the conduct of business and 100% compliance with the company's internal administrative requirements.  This will include 100% compliance with the company's system recording requirements, using Intelligent Office database system.  Experience with Intelliflo is therefore essential to the role.

·       To support the Directors in their advisory work with clients, including the collation of information, the obtaining of illustrations, the production of standard letters to clients and providers.  NB You will not be required to give advice in your job role, but will be required to ensure that all customer needs are satisfied to the best of your ability.

 

You will provide:

 

·         Accurate and efficient administration of both paper and system based records, including email.

 

·         Production of standard Intelliflo report, including the scanning and documenting of these in paper and system form, within a time frame agreed with the Administration Manager and in line with the annual review service.

 

·         The accurate maintenance of filing of client records.

 

Salary is negotiable dependant on experience