The Role

Full Time IFA administrator required to work in the Farnborough administration team.

Responsibilities

The ideal person

Qualifications

 

  • Prepare paperwork for pre sale and post sale.
  • Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process.
  • Using provider platforms to submit all expectations and implement switches, changes to income payments.
  • Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and adviser accordingly, sending Letters of Authority, collate and evaluate client policy/investment/pension.
  • Create and maintain client files and enter details onto back office database and submitting business on internal and external systems.
  • Monitoring of trail fees, consolidation of correct amounts from correct providers and Fairstone payment and invoicing clients for new and ongoing fees where applicable and subsequent monitoring and follow up.
  • Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products.

 

 

  • Ability to build strong working relationships with both the IFAs, and the rest of the team.
  • Previous experience of working within a similar role within a financial services business is desirable.
  • It is essential that you possess strong communication skills, have a high attention for detail, and have interpersonal and organisational skills with the ability to work in a busy, fun and professional environment.
  • You must be happy to work on your own and as part of a team and have excellent time management skills.
  • Good IT skills including Office 365.
  • Capable of meeting deadlines and being able to prioritise effectively.
  • Good telephone manner.

 

  • Desire to work towards financial qualifications is preferred but no essential.

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