IFA Administrator

  • Location:

    Essex, England

  • Sector:

    Financial Services

  • Job type:

    Permanent

  • Salary:

    Negotiable

  • Contact:

    Stephanie Ward

  • Contact email:

    stephanie.ward@search.co.uk

  • Job ref:

    Req/550006

  • Published:

    5 months ago

  • Expiry date:

    2020-02-28

Administrator required for a IFA firm based in Essex. 14 month contract.

The IFA Administrator duties will include;
* Business submission handling including carrying out monthly checks, chasing outstanding requirements and ensuring they are monitored and finalised correctly
* Certify new business submission
* Monitor email inboxes and acknowledge and answer all client emails
* Action provider/client alerts, messages and queries
* Provide support to the Administrator to ensure all documents are scanned
* Ad-hoc queries
* Assist the Head of Administration when necessary with Admin board statistics
* Provide support to administrator with tasks in their absence
* Monitor the SLA targets and report in the senior management
* Assist with commission enquires
* Client Liaison
* Record calls on iO
* Process disinvestment requests
* Deceased client process

For further information please contact Stephanie Ward on 01293 848181

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