Job Information

London based IFA firm requires an IFA Office manager to support the team.

Financial Administration

- Setting up of Individual clients / Companies from start to finish

- Co-ordinating & processing the client cases : Setting up of SIPP, ISA, General Investment, Pension transfer DB & DC, Personal and Business Life Cover, Auto Enrolment etc.) in a complaint manner
- Generating Invoices and following up on payments

- Checking advisor`s suitability reports to ensure they are compliant and the advice give is maintains good practice
- Obtaining illustrations and quotes from various service providers
- Setting up applications online
- Diary management & setting up of reviews
- Pulling various commission / invoice reports and keeping an eye on all incoming commission
- Reviewing our processes and creating better methods
- Assisting staff & guiding them through the processes & procedures
IT / Housekeeping
- Dealing with all small technical issues that may arise before approaching IT consultants
- Manage IT services/ consultant visits
- Maintaining the office`s IT infrastructure (buying new printers/ scanner and installing)
- Managing the company`s info inbox

- Assisting in the development of the company`s website & booking website (giving ideas and making minor live changes)

- Ensuring office is tidy & clean, sorting out removal of Financial / confidential waste and maintenance of the stationery supplies
Human Resources
- Managing Team and their work load
- Interviewing and training of new staff member
- Online training & development on the systems used
- Booking & arranging staff event / team building
Marketing / Events
- Setting up of IFA Surgeries at various companies & management of process
- Co-ordinating & year planning with HR managers & benefit advisors

- Managing booking website (from loading onto the website to dealing directly with potential client queries)
- Creating Flyers/ advertisements