IFA Administrator

The OpportunityAn excellent opportunity has arisen for an experienced IFA Administrator to join a highly regarded national financial planning business with an excellent reputation in the market.Working closely with a team of Financial Advisers, you''ll provide high-quality administrative support across the full client journey, ensuring new business, client requests and ongoing transactions are processed accurately and efficiently.Key ResponsibilitiesProcess new business applications and associated paperwork through to submission to providersComplete client identity verification where requiredChase applications, transactions and client requests through to completionAssist Advisers with the management of client cash holdings and placing trades in line with Adviser instructionsMaintain accurate and up-to-date client and plan records on the back-office systemEnsure all relevant documentation and correspondence is uploaded to the correct client recordsCreate, manage and complete administrative tasks in line with company proceduresManage tasks assigned by Advisers, Managers and other members of the support teamAssist with preparing quotations, applications, key features and other relevant paperwork for Adviser meetingsHandle incoming telephone calls and correspondence, ensuring these are dealt with efficientlyEnsure clients receive the correct documentation in a timely mannerRespond promptly and professionally to queries from clients, providers and AdvisersProcess and chase policy ..... full job details .....