Details:
- Salary: £30,000 - Annum
- Job Type: Permanent
- Job Status: Full-Time
- Salary Per: Annum
- Location: Warwickshire
- Date: 2 weeks ago
Description:
Are you an experienced IFA Administrator looking for a new opportunity? Do you want to work for a highly successful company who are experiencing humongous growth due to their continued success? If so, this could be the perfect role for you!
What's in it for you?
Salary: up to £30,000 doe
Hours of work: 9am - 5pm with a 1 hour lunch (35 hours per week)
Life Assurance
Group Income Protection
Location: WarwickDuties/Responsibilities:
Administrative Support to Financial Planners and Team Leader
Obtaining provider information and collating these together with relevant client specific illustrations required to assist adviser with their recommendations and enable paraplanners to produce comprehensive reports
Processing New Business following adviser handover
Ensuring all compliance documents on file/provided by adviser prior to submission
Ensuring client advised of progress throughout this process
Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations
Producing Risk Profiler results where required
Processing and monitoring switch directly with provider or electronically via platform
All above is to be adhered to in line with the WS Fund Switch Process
Preparing valuation reports
Preparing supporting performance documentation for client review appointments
Preparing review checklist for adviser/client appointments
Preparing any documentation required (compliance or policy specific i.e. death benefit nomination form)
Preparing half yearly valuation reports for issue to client (postal or electronic)
Completing withdrawal instructions on behalf of clients/advisers, as directed by adviser
To provide an efficient, high quality and compliant service to our clients. Deliver a full customer service in a professional, timely and efficient manner.Skills/Experience required:
Previous experience as an IFA Administrator is essential
Demonstrating good customer communication and relationships
Team working and collaboration
Planning and Prioritising
Using systems and processes
Demonstrate honesty and integrity
Adaptability
Enthusiasm
Dependability
Personal commitmentPlease apply today of this sounds like you!
KSBirmingham
Kelly Services are acting as an Employment Agency in relation to this role. Should you choose to apply, your information will be processed in accordance with Kelly's . For information regarding data protection at Kelly, please visit the Kelly website and have a look into the Privacy Statement.
As an Equal Opportunities employer we welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age