IFA Administrator

  • Job Reference: 419
  • Date Posted: 4 May 2021
  • Recruiter: CF30 Consulting Ltd
  • Location: Penarth
  • Salary: £18,000 to £26,000
  • Sector: Administration, Paraplanning, Client Services
  • Job Type: Permanent
  • Contact: Jon Minns
  • Email: jon@cf30.co.uk

Job Description

CF30 Consulting are delighted to be assisting a very well established and well respected firm of Independent Financial Advisers based in Penarth, they are currently looking to bolster their adviser support team by hiring an experienced IFA Administrator or Trainee Paraplanner.

General Administration Duties -

·Answering telephone

·Booking client appointments and preparing packs for New Business

·Maintaining pipelines, regularly contacting lenders/providers to facilitate case progression

·Working with Advisers to ensure regulated transactions are compliant, i.e, suitability letters and file notes are completed within a designated timeframe

·Opening post / Scanning client documents

Paraplanning for advisers -

·Preparing suitability reports

·Obtaining illustrations

·Using relevant research tools

·Data Gathering

·Following up on applications

·Telephoning providers and case managers

·Dealing with Information Request letters and Letters of Authority

·Writing MiFID letters & preparing review packs

Using Intelligent Office –

·Preparing files for submission using Submission Check lists

·Creating Service cases, adding binders and submitting business for quality checking

·Creating client records – Leads/Clients and converting if necessary

·Updating client records

If you have a minimum of 1 years experience working within an IFA Practice and are looking to work with a firm that will invest in your professional development, please apply today.