IFA Administrator Job in Wolverhampton, West Midlands (County). Apply for the latest Wolverhampton, West Midlands (County) jobs in Accounting/Financial/Insurance.
IFA Administrator Job in Wolverhampton, West Midlands (County)
Job Description
My Wolverhampton based Financial Services client are looking for an IFA Administrator to join their team on a full time and permanent basis due to growth. You will be responsible for providing administrative support to Financial Advisers and provide a high level of customer service to both internal & external clients.
Duties will include: –
* Obtain illustrations, key features and application forms from Platforms & Providers as required.
* Compile client meeting packs to include valuations, client agreement, fact find, risk questionnaire and profile for the Adviser to use at client meetings.
* Obtain signed letters of authority from clients and submit to providers to obtain existing product / policy details.
* Maintain and update clients’ details at all times
* Prepare and process new business applications
* Deal with and respond to general enquiries for IFAs, colleagues, clients and providers.
* Provide clients with timely and accurate information where required.
* Maintaining relationships and contacts with providers to ensure a professional service
* Liaise with finance department in relation to commission / fee enquiries.
* Produce accurate valuation schedules
* To arrange for amendments to encashment and withdrawal requests from existing client plans authorised by the Financial Adviser & update systems
* Ensure that Advisers and the Operations Manager are informed of any client related events and issues in a timely manner.
* Report any compliance issues or suspected compliance breaches to the Compliance Manager.
Key Skills: –
* Ideally have worked within Financial Services previously
* Computer literate in MS Office and other applications. Knowledge of Intelligent Office & Platform Providers would be advantageous
* To act with integrity, due care, skill & diligence at all times whilst adhering to FCA / PRA & other regulators regulations.
* Treat customers fairly.
* Excellent communication skills both written and verbal
* Organised and highly motivated with good attention to detail
* Willingness to study towards professional qualifications (desirable but not essential)
Job Type: Permanent, Full Time
Location: Wolverhampton, West Midlands (County)
Category: Accounting/Financial/Insurance
City: Wolverhampton
County: West Midlands (County)
Country: United Kingdom
Salary: £25500 – £26000/annum Pension, Life Assurance, Healthcare
Benefits: Pension, Life Assurance, Healthcare
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