24 Oct
NJR Recruitment
The Royal Town of Sutton Coldfield
Our client offer a boutique Wealth Management service and provide bespoke financial soultions to High Networth individulas and businesses. An opportunity is now available for an IFA Administrator to join a growing and dynamic business. This individual will be assisting two advisers, so they will need to have previous experience working in a fast paced environment.
Responsibilties:
* Appointment Emails - Confirming appointments, and liaising with adviser to prepare for the meetings
* Client term of Business - Ensuring clients have completed our company terms of business
* Client servicing request - Amendments to client details, address, income and contributions
* New Business Processing - Processing all new business,
including updating back office-system, and working on various provider platforms to ensure smooth running
* Withdrawal processing - Processing of all client withdrawals, liaising with clients, advisers, providers, ensuring the accurate processing of all the requests
* Bed &ISAs; - Submitting and finalising Bed &ISA; across numerous provider platforms
* Death claims - Dealing with all death claims, liaising with advisers, providers, executors
* Liaising with clients - Direct communuication with clients,via phone,email and at times,face to face
* Provider communications - Daily communications with numerous providers via phone, email, & platforms
* Smart Search - Processing smart search request for client records
* Adviser Support - Supporting advisers for numerous ad hoc requests,queries
* Liaising with teams - Internal team communications
Skills and Experience
* Excellent organisation skills
* Able to communicate effectively
* Effective time management
* Experience of provider platforms
* Take responsibility for managing own workload
* Can work independently and as part of a wider team
For more information please contact one of our specialist consultants quoting reference NJR15289
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