Job Information

Our Clients are an established firm of Financial Advisors based in Surrey. We are recruiting for a part Time 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;
� attend client meetings as required and produce notes of meeting, confirming action points to be undertaken by either the Independent Financial Adviser, the client or another third party.
� Part Time