Job Information

Our Clients are an established firm of Financial Advisors based in Epsom Surrey. We are recruiting for an IFA Administrator.

Job Objective:

• to undertake client related administration, review work, reporting and implementation, in order to assist Independent Financial Advisers in the provision of independent financial services to clients;
• to undertake the required number of chargeable hours for the department;
• to complete tasks in an efficient and timely fashion and not to undertake a task which would take a higher time cost than that which an Independent Financial Adviser could take.



Typical Tasks:

• maintenance of client and portfolio records;
• preparation of client files for annual or half yearly reviews;
• process client new business and general client administration as required;
• produce financial product and investment product recommendation reports;
• undertake product and provider research including selecting funds
• preparing necessary paperwork and application forms for client meetings;

• communicate with product providers on case progress, compliance issues and record keeping. Deal with provider errors and mistakes and rectify these;

Requirements:

Working towards Diploma 4