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IFA Administrator - Swansea
Location:
Coatham Mundeville
Description:
IRC is proud to working with one of the UKs leading Independent Financial Planning firms. They currently have a number of openings for IFA Administrators (Financial Planning Administrators) to join various regional offices throughout the country. As such they are currently recruiting for their Wolverhampton office. Role Description To provide pre and post-sales support to the Financial Advisers. To ensure that client documentation/requests are accurately processed and completed within the required time scales; and in accordance with the compliance guidelines as defined by the Company. To provide a high level of support to clients in an efficient, compliant and professional manner. Key Responsibilities To obtain illustrations, key features and application forms from Platforms & Providers as required. Compile client meeting packs containing documentation such as, but not limited to, valuations, client agreement, fact find, risk questionnaire and profile for the Adviser to use at client meetings. To post client documentation to the client or product providers as appropriate. To issue signed letters of authority to providers and obtain standard policy information. Update client policy records on receipt of information on Intelligent Office. To accurately maintain client personal details and policy information and update on Intelligent Office. To prepare new business applications in accordance with the Companys standard operating procedures and compliance handbook Deal with and respond to written, telephone and electronic general enquiries for IFAs, colleagues, clients and providers. Provide clients with timely and accurate information and obtain any new business information and existing policy information from clients where required. Maintaining relationships and contacts with providers to ensure a professional service Deal with any resulting fee and commission queries from the Finance Department To produce accurate, regular and ad-hoc client valuation. Visit ListedBuy for more information.
Company:
Independent Resourcing Consultancy
Posted:
January 8 on ListedBuy
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More About this Listing: IFA Administrator - Swansea
IFA Administrator - Swansea is a Clerical Administrator Job at Independent Resourcing Consultancy located in United States. Find other listings like IFA Administrator - Swansea by searching Oodle for Clerical Administrator Jobs.
IFA Administrator - Swansea is a Clerical Administrator Job at Independent Resourcing Consultancy located in United States. Find other listings like IFA Administrator - Swansea by searching Oodle for Clerical Administrator Jobs.