Posted in: Administrative and Support Services in Newcastle upon Tyne | Posted: |
TEMPLEGATE RECRUITMENT
Financial Services Specialist Recruiters
Job Title: IFA Administrator
Location: Newcastle Upon Tyne
Salary: £25,000 Upwards
Benefits:
* 21 days holidays
* Health Care Plan
* Group DIS
* Pension Auto Enrolment
* Office Based
About the Company:
Our client was among the first firms in the North East to achieve Chartered Financial Planner Status. As a Chartered firm, they adhere to a rigorous code of ethical practice, prioritizing clients' interests in all advice given.
Our client is currently seeking an experienced IFA Administrator with a comprehensive understanding of the financial planning process.
Key Responsibilities:
* Manage, monitor, and follow up on business submissions until case completion.
* Develop and maintain in-depth knowledge of top 5 platforms/providers.
* Utilize and enhance proficiency with Intellifo (back-office system).
* Prepare meeting packs and portfolio reports for client meetings.
* Regularly update Directors & Advisers on client business.
* Proactively question team procedures and explore alternative options.
* Maintain awareness of compliance procedures and product features.
* Supervise and manage new case submissions to paraplanning, ensuring completeness.
* Collaborate with Advisers to resolve complex case queries.
* Communicate with Business Operations Managers to address issues and share information.
* Process and manage Letters of Authority, collecting and adding information to Intelliflo.
* Coordinate with Paraplanners on upcoming client reports.
* Prepare and package Suitability Reports for client meetings.
* Handle post/emails from clients and providers proactively.
* Provide timely updates to advisers on pending cases.
* Collaborate with colleagues to answer calls and welcome clients to the office.
Requirements:
* Clear understanding of the financial planning process.
* Ability to produce professional work to support the advice process.
* Capacity to work within defined business processes.
* Good knowledge of investments and pension advice.
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for