IFA Administrator

Recruiter
EP Professional
Location
Derby
Salary
18000.00 - 20000.00 GBP Annual
Posted
20 Jun 2017
Expires
18 Jul 2017
Contract Type
Permanent
Our client is looking for an IFA Administrator to join their team based in Derby.

As an IFA Administrator you will need to have:

- Strong organisation skills

- Experience of working within a financial services organisation

- IFA experience
- Excellent communication
- Ability to liaise with High level / Senior Partners and clients

Details:

- Salary: 18K-20K
- Working Hours: Monday to Friday 9am-5:30pm (with flexibility)
- Location: Derby
- Permanent

Role of an IFA Administrator

- Administration tasks including managing the office telephone ensuring messages are relayed, creating and maintaining client files and mail management
- 1:1 meetings with Senior Partners and IFA's at least once a week to discuss cases, incoming post, forthcoming meetings
- Time management and events in diary to enable proper planning of work/tasks for the weeks/month ahead
- Arranging and confirming client appointments on Partner's behalf, booking meeting rooms as necessary
- Receiving post for Partner (hard copy and via Virtual Cabinet) - dealt according to urgency and subject, distributing for action as appropriate
- Typing, issuing and recording client meetings
- Carrying out detailed valuations of clients policies using specialist financial websites
- Using a back office system to set up clients and plans
- Managing Letters of Authority
- Assisting with submitting new business to guarantee a smooth process
- Producing monthly documents to support IFA's in meetings
- Working to strict time deadlines to ensure work is completed
- Effective and efficient communication with clients and product providers

Benefits of working as an IFA Administrator

- Pension scheme
- Private health membership
- Full staff development programme
- Free parking

If you are interested in the above position please click apply or call Aneeta Pabla on ************ for further details.

Please be aware that due to a large number of applicants you may not be contacted.

If you have not been contacted within a week please give us a call on : ***********