IFA Administrator

Our client offer a boutique Wealth Management service and provide bespoke financial soultions to High Networth individulas and businesses. An opportunity is now available for an IFA Administrator to join a growing and dynamic business. This individual will be assisting two advisers, so they will need to have previous experience working in a fast paced environment. Responsibilties: * Appointment Emails - Confirming appointments, and liaising with adviser to prepare for the meetings * Client term of Business - Ensuring clients have completed our company terms of business * Client servicing request - Amendments to client details, address, income and contributions * New Business Processing - Processing all new business, including updating back office-system, and working on various provider platforms to ensure smooth running * Withdrawal processing - Processing of all client withdrawals, liaising with clients, advisers, providers, ensuring the accurate processing of all the requests * Bed &ISAs - Submitting and finalising Bed &ISA across numerous provider platforms * Death claims - Dealing with all death claims, liaising with advisers, providers, executors * Liaising with clients - Direct communuication with clients,via phone,email and at times,face to face * Provider communications - Daily communications with numerous providers via phone, email, & platforms * Smart Search - Processing smart search request for client records * Adviser Support - Supporting advisers for numerous ad hoc requests,queries * Liaising with teams - Internal team communications Skills and Experience * Excellent organisation skills * Able to communicate effectively * Effective time management * Experience of provider platforms * Take responsibility for managing own workload * Can work independently and as part of a wider team For more information please contact one of our specialist consultants quoting reference NJR15289 #FIN