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We are currently recruiting for a Financial Planning practice based in Amersham who are looking for an experienced IFA Administrator to join their team.
Key Requirements and Skills:
- Good team working and liaison skills to deal effectively with tasks set and provide support for other team members
- An understanding of FCA regulations and guidelines relating to financial services clients
- Willingness to continue to develop knowledge of products and related issues through formal and informal learning
- Good communication skills (written and verbal) that are effective and meet business needs
- Ability to prioritise and organise own workload
- Ability to work under pressure and to deadlines
- IT skills commensurate with computer packages used in this industry and knowledge of Intelligent Office would be beneficial
- Accuracy of work and attention to detail
Key Responsibilities:
- New business submission and tracking to conclusion
- Day to day client management, processing any queries which may arise
- Administration of Group Pension schemes
- Administration of Group Risk Schemes
- Liaising with clients, product providers and other relevant third parties
- Ensure back offices systems are kept up to date including client and provider data
- Issue Letters of Authority, chase for policy information, build schedules & put existing policies on the system
- Obtaining illustrations and supporting literature
- Supporting the Financial Planners in research and analysis to meet client needs and objectives
- Be conversant with, and adhere to, Company procedures and policies and the requirements of the FCA Standards and Rules and to implement and maintain procedures as stipulated in accordance with the Rules of the FCA
Benefits:
- Competitive salary
- 25 days holiday
- Company Pension Scheme
- Group Life insurance
- Cash plan
