IFA Administrator

  • Job Reference: 645
  • Date Posted: 22 February 2021
  • Recruiter: Independent Resourcing Consultancy
  • Location: Honiton, Devon
  • Salary: £25,000 to £32,000
  • Sector: Administration, Client Services
  • Job Type: Permanent
  • Contact: Jon Minns
  • Email: jon@cf30.co.uk

Job Description

IRC is has been retained by our client, an established Financial Services practice in Devon to recruit a full time experienced Senior IFA Administrator to join their busy team.  This is an excellent opportunity for an experienced IFA Administrator to join a well know practice who will support your career development

Experience in Financial Express and Intelligent Office an advantage.

Key element of the role will be:

· Generating Invoices and following up on payments

· Reviewing advisor’s files to ensure they are complete prior to compliance sign off

· Apply for illustrations and quotes from service providers

· Co-ordinating IO commission/fee reports and updating all incoming statements

· Consider systems and processes to improve better methods

· Assisting associates to guide them through the processes & procedures

· Dealing with queries from clients, Advisers or colleagues, taking the appropriate action to ensure the query is dealt with in a timely and effective manner

· Issue and monitor LOA’s. Ensure all ceding scheme information is obtained before passing to the Associates

· Keep CRM system up to date with daily tasks completed

· Answer the telephone within the agreed service levels

. Regularly check stationary levels and ensure all items are in stock

· Prepare client service files for associates on a monthly basis

· Maintain service file return log to identify late associate submissions

· General administrative duties

If you have at least 2 years experience working within an IFA or financial planning practice and are looking to further your career and work with a very well known and respected firm of advisers then please apply today and we will contact you to run through the details.