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IFA Administrator
26,000 - 32,000
Coventry
NJR Recruitment are working with a firm of Financial Planners who are looking for a Client Services Administrator to join their team. In this role the successful candidate will be responsible for providing full back-office support to Advisers and Paraplanners ensuring that all administrative tasks are delivered to an excellent standard.
To apply for this role, our client is looking for the following skills and experience:
" Broad knowledge of the financial services sector - MUST have gained knowledge working for an IFA Practice
" Experience of using Intelligent Office
" Experience of using Wrap platforms i.e. Transact/abrdn/Aviva/Quilter
" Experience of using Dynamic Planner and FE analytics
Responsibilities:
" Prepare client valuations and ensure back office system is updated (Intelligent Office)
" Prepare parts of annual review packs when necessary
" Fully utilise back office system and ensure it is kept up to date with accurate information including service cases/new business/annual reviews etc.
" Scan and file documents using the document management system (Papercloud/Sharepoint)
" Produce suitability reports for clients for ISA withdrawals
" Process new business and follow up until policy issue
" Process client withdrawals and Bed & ISA transfers
" Disinvest to ensure adviser charges are paid when necessary
" Complete fund switches on client portfolio's
" Train and mentor less experienced members of the team
" Deal with client queries such as death claims, general queries
" Assist with the annual rebalancing of client portfolio's where applicable
The successful candidate will be a team player and have the desire to progress within the company. If this sounds like it could be the role for you then apply online or for further information speak to one of our specialist consultants quoting reference NJR15756
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