Job description
My client is currently looking to appoint an experienced IFA Administrator to join their team in Nottingham.
The Administrator role is an integral and very important part of the delivery of advice services by the Advisers to their valued clients. Good communication skills will be important, as is accuracy of output and good client service.
Responsibilities
Work closely with the Adviser on all aspects of their day-to-day work with clients
Be involved in the processing of client business and interacting with the various pension and investment product providers
Prepare for client meetings for the Advisers
Work closely with product providers on changes to client's policies
Diary management
Ensure client records, back-office system and shared folders are maintained and up to date
Prepare first meeting packs
Prepare mandates for signing, send signed copies to providers via email/post, monitor receipt of information within prescribed timescales and preparing checklists (if required)
Complete verification checks (AML and financial sanctions) and complete enhanced due diligence (if required)
Send attitude to risk questionnaire link to the client for completion ahead of the annual review meeting as required
Prepare annual review meeting documents for the Adviser
Assist the Adviser with post-client review meeting reports
Work closely with the Paraplanners to assist them in the drafting of suitability reports for clients
Generate fee invoices using company's systems
The company offer a competitive salary with 25 days holiday, DIS, PMI, pension, income protection, a paid volunteering day each year and more.
They are looking for:
Previous experience in an IFA Administrator
Strong knowledge of MS Office (specifically Word, Excel, PowerPoint and SharePoint). Knowledge of IO is desirable
Excellent organisational skills and attention to detail
Good numeracy skills
Proven ability to operate to tight deadlines with minimal supervision
Excellent interpersonal and communication skills with an ability to liaise with all levels of personnel
