IFA Administrator

Experienced IFA Administrator sought to provide a dedicated, accurate and efficient support service to the Chartered Financial Planning Consultant.

Income and commission preparation and reconciliation is an integral part of the job role.The ideal candidate must have a proven IFA background. Knowledge of Intelligent Office would be an advantage; however, training will be provided.You would be part of a small team, therefore being able to use your own initiative would advantageous.

Duties will include:-

•General office duties including client/provider telephone and email queries, daily post and meet and greet clients who have appointments in the office.

•Scanning and storing relevant documentation.

•Using Intelligent Office as a back-office system, to store and maintain all client records and to keep a diary system of tasks.

•Preparing all pre and post appointment meeting packs and client files.

•Daily – Income and Commission queries.

•Downloading the Morningstar research data on a weekly basis.

•Contact providers to update and gather information for our clients.

•Transfer of Servicing Rights/obtaining plan information

•Ad Hoc duties such as stationery orders and office bills.

•Bulk valuations – as and when required.

•Occasional mail merge / mailshots to clients.

•Assisting with processing of new business if required.