IFA Administrator - Kelly Services : Job Details

Are you an experienced IFA Administrator looking for a new opportunity? Do you want to work for a highly successful company who are experiencing humongous growth due to their continued success? If so, this could be the perfect role for you!What's in it for you?

• Salary: up to £30,000 doe
• Hours of work: 9am - 5pm with a 1 hour lunch (35 hours per week)
• Life Assurance
• Group Income Protection
• Location: Warwick

Duties/Responsibilities:

• Administrative Support to Financial Planners and Team Leader
• Obtaining provider information and collating these together with relevant client specific illustrations required to assist adviser with their recommendations and enable paraplanners to produce comprehensive reports
• Processing New Business following adviser handover
• Ensuring all compliance documents on file/provided by adviser prior to submission
• Ensuring client advised of progress throughout this process
• Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations
• Producing Risk Profiler results where required
• Processing and monitoring switch directly with provider or electronically via platform
• All above is to be adhered to in line with the WS Fund Switch Process
• Preparing valuation reports
• Preparing supporting performance documentation for client review appointments
• Preparing review checklist for adviser/client appointments
• Preparing any documentation required (compliance or policy specific i.e. death benefit nomination form)
• Preparing half yearly valuation reports for issue to client (postal or electronic)
• Completing withdrawal instructions on behalf of clients/advisers, as directed by adviser
• To provide an efficient, high quality and compliant service to our clients. Deliver a full customer service in a professional, timely and efficient manner.

Skills/Experience required:

• Previous experience as an IFA Administrator is essential
• Demonstrating good customer communication and relationships
• Team working and collaboration
• Planning and Prioritising
• Using systems and processes
• Demonstrate honesty and integrity
• Adaptability
• Enthusiasm
• Dependability
• Personal commitment

Please apply today of this sounds like you!

KSBirmingham

Kelly Services are acting as an Employment Agency in relation to this role. Should you choose to apply, your information will be processed in accordance with Kelly's Privacy Statement. For information regarding data protection at Kelly, please visit the Kelly website and have a look into the Privacy Statement.

As an Equal Opportunities employer we welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.