Job Information

Working in partnership with a Wealth Management firm based in Sutton Coldfield, I am currently recruiting for an IFA Administrator to join their hardworking team.

** EXPERIENCE IN A SIMILAR ROLE/FIRM IS A MUST **

Salary: £18,000 - £25,000

Duties will include but will not be limited to;

• Assisting to compile Suitability Reports
• Fees and commission processing/reconciliations
• Preparing and processing new business through to completion in line with FCA regulations and company procedures
• 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
• Previous Financial Services experience is essential
• Experience of Adviser Office
• Knowledge of Microsoft Office
• Able to prioritise workload in order to meet deadlines
• Motivated and enthusiastic
• Good telephone manner

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