IFA Administrator - Part Time

13 Jun 2019
11 Jul 2019
Contract Type
Part Time
My Nottingham based client are an Independent Financial Adviser, looking for an experienced and competent IFA Administrator to join them on a permanent but part time basis. They will be flexible on the hours/days you work but are looking for someone to cover 3 days per week (6-7 hours per day) which will include a Friday (the other two days can be your choice), and are paying up to GBP12.50 per hour.
You must have experience of dealing with IFA, ideally in a similar administrative capacity, or life insurance experience as a minimum.
The role is varied, but responsibilities will include:
- New business processing
- Obtaining and completing application paperwork
- Sending new business to providers
- Submitting business to main investment platform
- Entering business onto back office system
- Managing and updating tasks on back office system
- Chasing business through to completion/chasing providers for outstanding information as required
- Chasing fees
- Processing 'Letters of Authority'
- Generating requests for information
- Sending letters to providers
- Inputting plan information on back office system
- General administrative duties i.e. dealing with incoming post, client and provider liaison, scanning and saving documents, client research etc
- Answering the phone
To be considered for the role, in addition to needing previous IFA experience, you must also:
- Have experience of using back office systemsn
- Have experience of using Platforms/Wraps
- Have knowledge of Pensions and Investments
- Have basic compliance knowledge and understanding of what makes a compliant file
- Have excellent organisational and prioritising skills
- Have excellent written and spoken communication skills
- Have good computer literacy and typing skills
- Be comfortable following prescribed processes
- Be able to work alone using own initiative
This is a fantastic opportunity for an experienced individual looking for flexible working hours and secure position.
To apply, please send your CV to Rebekka