IFA Administrator - Barnstaple

Location: Barnstaple

Contract Type: Permanent

Closing Date: 31 May 2021

Specific Hours: 35

IFA Administrator - Barnstaple

Reporting to: IFA Support Supervisor


Position overview:

To work as a team and to provide timely and efficient administration to support the IFA’s and AFH Wealth Management’s organisational strategy

Responsibilities:

  • To provide efficient administrative support to a number of IFA’s
  • Preparation of correspondence including letters and emails
  • To be a point of contact for clients, life offices and members of the business
  • Maintenance of all administration systems, ensuring all client data is accurate and up to date
  • Maintenance of diary management system, ensuring daily workflow is completed in line with agreed SLA’s
  • Assist with the management of the IFA’s portfolio of existing business
  • Ensure appropriate documentation is scanned and attached to the relevant client records
  • Prepare new business and review packs for IFA client meetings
  • Obtain research when requested for protection and annuity products
  • Provide mortgage research for IFA’s using online systems
  • Obtain illustrations for products from providers either on-line or over the telephone
  • Undertake filing, photocopying and scanning duties when required
  • Deal with fund switches and surrenders using SLA’s and compliance guidelines
  • Obtain valuations/details on existing policies, ensuring administration system is updated accurately
  • 121 meetings with IFA’s where necessary
  • Attach post to relevant client records and deal with any urgent mail within SLA’s
  • Any other reasonable request made by a Director/Manager of the business

Requirements:

  • Ideally a minimum of 12 months experience within a similar role
  • Effective organisational and planning skills
  • Able to work to deadlines
  • Able to forge and develop relationships
  • Experienced using Microsoft Word, Excel & Outlook
  • Delivery focused, with a drive for quality throughout
  • Excellent interpersonal and communication skills
  • Must have a keen eye for detail
  • Willing to learn and develop
  • Able to work as part of a team, or if required, under your own initiative
  • Work as part of a shift rota pattern of 8am – 4pm, 9am – 5pm, 10am – 6pm
Apply now