IFA Administrator

IFA Administrator

Central Manchester

2 day office, 3 days home

£28,000-£30,000

NJR Recruitment are pleased to be yet again working in Partnership with an impressive firm of Independent & Chartered Financial Planners based in the Heart of Manchester City Centre. An experienced Administrator is now required to form part of their growing team.

Responsibilities:

• Complete all compliance administration associated with new business.Ensure new business submitted to the insurance company is fully completed and compliant.
• Ensure that all new business is input to iO accurately, including fee/commission expectation.
• Monitor new business progress and chase outstanding documentation.
• Accurately check and issue policy documents.
• Produce quotations as requested using Assureweb or other databases as required and requesting illustrations from providers.
• Complete all general correspondence as required ensuring that the Adviser and clients are provided with an effective and efficient service.
• Produce client summaries/valuations as requested for new and existing clients within specified deadlines.
• Advise product providers of changes of agency (LOA’s)
• Deal with clients in relation to queries on their policies/investments and ensuring that any necessary changes are completed by the product provider.
• Maintain up to date records for new business submissions and pipeline.
• Liaise effectively with clients, product providers and Directors.
• Provide any general information as requested by clients, Directors or the management team.
• Answer the telephone in a polite and professional manner.
• Assist other Administrators/Advisers as required/requested.
• General typing of correspondence.
• Co-ordination of Adviser’s diary, such as making appointments.
• Attend relevant internal or external training.
• Attend provider training sessions in relevant subjects.
• Undertaking any other reasonable duties, as requested.

Skills/Knowledge/Experience:

• Previous experience in an IFA environment
• Interpersonal skills - able to work as part of a team and communicate professionally with clients
• Proactive - willing to continue to develop, be enthusiastic
• Highly organised, methodical, disciplined and meticulous
• Ability to prioritise
• Computer literate - Outlook, Word, Excel
• Excellent keyboard skills
• Knowledge of Intelliflo (iO), provider websites (particularly Cofunds/AJ Bell) would be preferable

The successful candidate will :

• Have 4-5 years administrator experience
• Ideally gained in a whole of market IFA/Wealth Management practice
• Knowledge of pensions/ISA/GI/bond/Trust Products
• Knowledge of platforms - we mainly use Quilter,Aegon (Cofunnds) AJ Bell & FundsNetwork but do have products with other platforms
• Knowledge of IO ( ideal but essential )