IFA Administrator, Chelmsford (NT-1994)

CleverHR are delighted to be supporting this small independent financial planning firm based in Chelmsford.

The IFA Administrator will be supporting the firms highly successful financial advisers, providing day-to-day operational support, including handling incoming calls and emails, submitting, and processing new business applications, updating back-office systems and liaising with clients.

Day to day responsibilities:

• Processing new business applications using various provider platforms to ensure a smooth and timely service.
• Maintaining and updating back-office system, with client details and new plans.
• Collating information on client policies, producing and sending out letters of authority, preparing client review reports, valuations and illustrations.
• Dealing with client enquiries, updating on the status of applications, transfers, withdrawals and changes to details.
• Assist with compliance regulatory requirements, such as anti-money laundering checks, suitability reports and risk assessments.
• Using digital systems to verify client identification.

Requirements/Skills:

• At least one years’ experience working in an IFA or Wealth Management firm.
• Exceptional communication skills, both written and verbal.
• A team player, proven ability to manage a busy diary and work effectively and independently without micromanagement.
• Proficient using Microsoft Office and other back-office systems.

Salary & Benefits

• Competitive salary up to £30,000, d.o.e and industry qualifications.
• Support in attaining industry qualifications.
• 20 days holiday plus bank holiday entitlements.
• Enrolled onto Company Pension.
• Car Parking.