IFA Administrators x 2/3

My client is an Independent Financial Advisory firm based in Doncaster, providing clients and businesses with advice across Pensions, Investments, Retirement & Estate Planning.

We are urgently seeking 2/3 IFA Administrators, who will sit within the Administration function and primarily support the Financial Advisers of the business and servicing their clients by producing compliant documentation.

Specifically, you’ll be responsible for:

1. Receiving and opening all incoming correspondence, scanning and logging documents onto the systems as required.
2. Acting as the first point of contact to providers and clients, supporting them with queries relating to their portfolio of products.
3. Receiving incoming requests and producing review packs for the Financial Advisors in a timely manner to support Advisor/Client annual reviews.
4. Conducting research using research tools such as FE Analytics, Dynamic Planner, and Smart Search to ensure review packs are produced with up-to-date and accurate information.
5. Obtaining valuations in relation to Pensions, Protection, Savings, and Investment products and consolidating valuations from several providers to present to the Advisors in preparation for review meetings.
6. Using Intelligent Office to add, configure, navigate, and update client records and complete a fact find report which is compliance ready.
7. Uploading review pack documentation to a Digital Wealth Management platform to allow the Advisors to advise and service clients during virtual meetings.
8. Using a Diary Management System to track workflow and update completed tasks.
9. Preparing and posting letters and documents required for the successful transfer or setup of new clients.

We seek candidates with around 1-3 years experience working within the Financial Advice/Financial Services sector with a level of Financial Services knowledge across Investments, Pensions, Retirement/Estate Planning. You will also have good working knowledge of Microsoft Office products such as Word, Excel, Outlook, and a basic education in Maths and English. It would be advantageous if you have working knowledge of Intelligent Office.

A great salary is offered for this fixed-term 1-year contract, which may potentially be renewed or lead to permanent employment.

Additional Information

VACANCY DETAILS

Location:
Doncaster

CLOSING DATE

Mar

20

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