Senior IFA Administrator

  • Location
    Chelmsford, Essex
  • Category
    Admin. Secretarial and PA - Administrator
  • Contract Type
    Contractor
  • External Reference
    JN-122019-111588
  • Salary
    23000 £ - 26000 £ / Year

Senior IFA Administrator
£23k-£26k per annum + discretionary bonus
Chelmsford, Essex
Monday-Friday, 9am-5pm


*This is a 12-month maternity contract to start in February 2020*


Strong IFA experience is essential as understanding the industry and the market already is imperative to success in the role.


My client, a successful financial adviser's based in Chelmsford is seeking a Senior Administrator with fantastic attention to detail skills to join their business on a permanent basis.


Benefits: on-site free parking, monthly and annual bonus opportunities, sponsored study support for financial service exams, small and friendly team, great location*


Duties:



  • Process all business submissions

  • Respond to all relevant client calls

  • Monitor Client Care & Advice email inboxes, and ensure any client emails have been acknowledged, and responded to.

  • Support Administrator, when required or during busy periods, to ensure all client documents and files, including pre-submission files, are scanned, including documentation from self-employed advisers

  • Action provider/client queries, relating to new business submissions, within a reasonable period, unless time critical

  • Acknowledge and action provider alerts and secure messages accordingly

  • Support the Head of Administration with Admin board statistics for monthly team meeting.

  • Monitor and report on whether SLA targets have been achieved to senior management on a monthly basis

  • Assist with any outstanding commission enquiries from Finance

  • Carry out one-month checks, for new business submissions until completion

  • Change of adviser process, when applicable

  • Change of agency process, when applicable

  • NPW process

  • Chasing of outstanding requirements, relating to new business submissions

  • Client Liaison, which may related, but not limited to:

    • Existing business queries;

      • Clawback and commission

      • Direct debit cancellation



    • Outstanding documentation etc

    • Protection applications



  • Ensure that any calls/ attempts made to the client are recorded

  • Process disinvestment requests from providers to cover provider or adviser fees, when applicable

  • Ensure new business submissions, under individual management, are monitored and completed correctly

  • Support Administrator with daily tasks in their absence, including the distribution of post, and franking of post, and sending out weekly appointment letters to clients.


If this sounds like an ideal role for you then please do not hesitate to contact us. We would be delighted to receive your CV.


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To speak to a recruitment expert please contact Hayley Sanderson