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IFA Administrator, based in Berkshire, competitive basic salary with good benefits
This is a fantastic opportunity to work for a successful growing well established Wealth Management Company.
To work as part of a team to provide an efficient and consistent administration service to clients, ensuring high and accurate standards of work at all times.
Develop positive communication and working relationships with both clients and internal advisers. Identify and resolve problems that may arise with day to day work issues in the department.
The role requires an Administrator who can focus on the day to day administration, and will be expected to deal with all basic issues that arise
To assist the Pensions & Investment Team with the receipt of new funds.
To achieve the client objectives by utilising the in-house retail investment products and investment funds.
Duties and Responsibilities:
Application processing for all new business (ISA, Offshore and Collective schemes) for clients including transfers, surrenders, annuities, pension transfers and investment business including all client communications around these processes
Set up client portfolios on dealing system (Pulse)
Accurately record, update and respond to client and adviser queries whether via telephone, email or in writing. Facilitate good service delivery at all times
Liaising with clients and 3rd party companies over the telephone and in writing
Provide support and technical expertise in delivering ad-hoc client requests
Assist with preparing annual allowance statements for relevant clients