- Processing new business
- Illustrations and projections
- Valuations
- Producing plan information updates
- Accurately update and maintain information on the back-office systems
- Liaising with providers to obtain fund values/unit prices/transaction statements
- Preparation of enclosure documents for suitability reports
- Liaising with clients and providers
- To comply at all times with the Compliance and Training and Competence Procedures of the Company.
- In the event of a complaint, to ensure that this is immediately reported to Compliance.
- Action post in and out, sort, prioritise on receipt, scan and refer to appropriate adviser as and when applicable within acceptable time scales.
- Prioritise and action all activity entries allocated for your clients taking into consideration all the work being undertaken for the clients allocated to you.
- Preparation for client meetings within agreed timescales
- Prepare any pre-approval forms as and when required
Back to searchIFA Administrator
Medlock Partners Limited
Posted 15 days ago, valid for a month
Ilkley, West Yorkshire LS29 8UA, England
£30,000 - £25 per day
Full Time
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Sonic Summary
- Position: IFA Administrator
- Location: West Yorkshire
- Salary: Up to £30,000 (Experience dependant)
- Experience Required: Not specified
- Responsibilities: Processing new business, illustrations and projections, valuations, producing plan information updates, accurately updating and maintaining information on back-office systems, liaising with clients and providers, preparing enclosure documents for suitability reports, complying with Compliance and Training and Competence Procedures, prioritizing and actioning all activity entries, preparing for client meetings, and preparing pre-approval forms as required.
