Ifa Administrator

IFA Administrator Location: Broadway Job Type: Full-time, Permanent Salary: Up to £30,000 + exceptional benefits (get in touch for full details) Join our client, a progressive independent financial advice business operating across the UK. They are dedicated to helping both Corporate and Personal clients navigate complex markets with tailored financial advice. Specialising in savings, investments, and retirement planning, they also partner with Building Societies to deliver independent financial advice to their customers. For their corporate clients, they offer solutions in group risk, protection, and employee benefits. Day-to-day of the role: Process and manage all new business applications and associated paperwork, ensuring timely submission to Providers either electronically or via hard copy as appropriate. Conduct electronic identity data verification of clients where necessary. Proactively chase new business applications and other client requests/transactions through to completion. Assist advisers with the management of clients'' cash holdings on Provider Platforms and execute trades as per advisers'' instructions. Maintain accurate and up-to-date client and plan records on Intelligent Office. Ensure all relevant documentation and correspondence is correctly uploaded and named on Intelligent Office in line with company procedures. Manage and complete tasks on Intelligent Office as per company guidelines. Assist in the provision of quotations, key features, ..... full job details .....