IFA Administrator + Senior IFA Administrator (2 roles available) - Edinburgh City Centre based
Salaries range from £20,000 - £26,0000 + Bonus DOE
As an IFA Administrator, your primary role is to provide pre and post-sales support to the Financial Advisers. You will also 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.
My client is a very well established growing IFA firm, looking for a new IFA Administrator & a Senior IFA to join a busy, friendly and established team in Edinburgh City Centre.
As an IFA Administrator, your responsibilities will include:
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 Company's 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 schedules, and input into Intelligent Office.
To operate and manage an effective diary within Intelligent Office to ensure that all activities are planned for and carried out in a timely manner.
To be responsible for the opening, scanning and distributing the post working within the company timescales.
Ensuring all scanning of hard copy files is completed accurately /readable.
To report any compliance issues or suspected compliance breaches to the Compliance Manager as soon as they are made aware of them.
To be successful in your application, you should be:
IFA experience is highly advantageous.
Computer literate in Microsoft Office and other applications.
Excellent communication skills both written and verbal.
Client centric in approach.
Organised and highly motivated.
Good levels Industry knowledge.
Good attention to detail.
Accurate data entry and record keeping skills.
Willingness to study towards professional qualifications (desirable but not essential).