IFA Administrator (East Yorkshire / South Yorkshire)
NEXT Retail Ltd., Kirk Ella, East Riding of Yorkshire
IFA Administrator (East Yorkshire / South Yorkshire)
Salary not available. View on company website.
NEXT Retail Ltd., Kirk Ella, East Riding of Yorkshire
- Full time
- Permanent
- Onsite working
Posted 2 weeks ago, 21 Oct | Get your application in now before you miss out!
Closing date: Closing date not specified
Job ref: 611e202859714ed1a2a461cc47baf3ed
Location ref: Kirk Ella, East Riding of Yorkshire
Full Job Description
- New Business Obtain pre-sale documentation and submit new business applications in line with FCA and internal procedures
- Servicing requests - Prepare paperwork required and process letters of authority, fund switches, rebalances, withdrawal requests and other servicing requests
- Provider Liaison Communicate with providers and platforms to obtain information, resolve queries and progress cases
- Client Review Packs Organise review packs, update valuations and any other supporting documentation in readiness for client review meetings
- Workflow Management Monitor and progress client cases, ensuring actions are completed within agreed timescales
- Greet clients when they attend the office
- Answer telephone calls, sort and distribute inbound correspondence
- Undertake general administrative tasks, ensuring that throughout all stages of the advice and review process, the back-office records and client files are compliant, meeting FCA, GDPR and internal requirements This is a general outline of the various tasks associated with this role. There is naturally a degree of flexibility needed and this is therefore not intended to be a definitive list.
- Have a minimum of one year of experience working as a financial services administrator
- Genuine desire to produce a high standard of work and provide a quality service to clients
- Excellent communication skills and confident telephone manner
- Ability to work as part of a team
- Excellent accuracy and attention to detail
- Ability to multi-task and prioritise effectively
- Good knowledge of the Office 365 suite
- Experience working with Intelliflo back-office desirable
Salary: Competitive and dependent on experience, reflecting the skills and knowledge you bring to the role.
Direct job link
https://www.jobs24.co.uk/job/ifa-administrator-east-yorkshire-south-yorkshire-127625011