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IFA Administrator

Job Specification

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    Financial Services
    London, Hybrid home working


    Client Reviews Administration
    Achieve a comprehensive understanding of the Client Reviews process and assist to develop where necessary.

    Review Pack Preparation
    Contact providers and gather appropriate information required for policies held.
    Download or request transaction histories for previous 12 months.
    Know how to navigate and update all relevant fields on back office system for each policy and update comments in correct format.
    Merge valuation document, edit to correct formatting and print.
    Compile review pack including valuation document, compliance documents and any additional valuation reports and provide to Paraplanners and/or Advisers.
    Attach all documents to back office system correctly.

    Compliance Checks
    Checking validity of internal documents and know the validity time frames
    Update compliance checklist, know where to find new documents needed and provide both with the review pack
    Attach checklist to back office system

    Updating Back-Office System
    Update and complete review task.
    Link relevant benchmarks.
    Set next review date.

    Additional Responsibilities for Both Areas:-
    Accurately record all time charges.
    Mentor members of the team that are part of Graduate program
    Any other reasonable task that may be asked of you.

    Salary £30,000
    Speak to one of our consultants 0203 764 2350

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