Job Details
IFA Administrator
Sector:Financial Services
Region : West Midlands
Location: Sutton Coldfield
Salary: £18,000 - £25,000
Job Ref.: 69025
Job Information
Working in partnership with an Independent Financial Planners in Sutton Coldfield, I am currently recruiting for an IFA Administrator to join a busy hardworking team.Duties will include but will not be limited to;
• Assisting to compile Suitability Reports
• Preparing and processing new business through to completion in line with FCA regulations and company procedures
• Fees and commission processing/reconciliations
• Protection, pension and investment administration
• Submitting letters of authority and obtaining relevant information from the provider, to be presented to the IFA in a presentable manner
• Compiling review files, including obtaining illustrations from providers
• Liasing with providers, clients, colleagues and IFA
• Preparing policy summaries for clients, including valuations
• Processing client withdrawals and income drawdown
• Reviewing platform investments, including maintaining cash balances and selling, buying or switching of assets
• Dealing with client queries and on-going servicing
• Maintaining client files
• Ensuring TCF & compliance procedures are adhered to
• Compiling and maintaining internal reports
• Data processing
• Answering incoming telephone calls
• General office duties
• Any other tasks as required to support financial services business operation and functionality
The successful IFA Administrator must have either provided similar support within a Financial Planning company or will have administration experience within a relevant Product Provider environment.
In return you will receive a salary of up to £25,000 (Although negotiable dependent upon experience), plus support towards achieving industry relevant qualifications.
For further information please search `Cameron James Professional Recruitment`, visit our website and contact Rebecca Hunt For further information please contact me on 0161 638 8627, email rebecca.hunt@cameron-james.co.uk