Bond Recruitment is delighted to be recruiting an experienced IFA Administrator on behalf of our client, a well-established and respected firm of Independent Financial Advisers in Altrincham.The RoleMeeting and greeting clients, answering and dealing with incoming enquiriesDiary Management - arranging appointments with clients and updating adviser's diaries.New Business -

Obtain illustrations, application documents and all paperwork required for business processing
Processing and submitting new business adhering to the new business workflow
Case Ownership - Following submission of new business, tracking this all the way through to completion, keeping the client updated and managing their expectations throughout.
Letters of Authority - submitting to client for signature and to providers to get all of the required plan details for research and analysis

Existing Clients

Portfolio rebalancing and trading
Processing withdrawals and contributions and monitoring these through to completion
Preparing clients packs for Annual Review meetings and then completing the work required post meeting supplied via the advisers meeting notes

General

Minimum of 2 years experience within a financial advice firm supporting IFAs
Very high level of attention to detail
Ability to work independently managing their own workload of tasks delegated by team manager
Previous experience with the following providers would be very useful in terms of familiarity with navigating their website for client information and completing transactions but also submitting new business - A J Bell, Transact, Royal London, Canada Life International
Experience using back office system Intelliflo and any experience of the following would be very useful but not essential - Defaqto, O&M profiler, IO Planning (Cashflow planning)

Full office based, no working from home, full time 9.00-5.00 Monday - Friday, 24 days holiday, Available following 3 months permanent service - Income Protection - 75% of salary, payable after the 13-week deferred period. Group life cover (death in service) - 4x salary

Bond Recruitment Ltd

Latest Jobs

IFA Administrator