IFA/Wealth Management Administrator
1 Days Old
The Job:
Candidates will be responsible for providing technical administration support to the financial advisers and paraplanners. You will manage back office administration, processes, compliance and work flow
Location: Beckenham (South East London) - Office based position
Your duties will include:
Administrator/Trainee Paraplanner (Assistant to the Director) – Wealth Management
* Issuing letter of authorities (LOAs) to providers
* Chasing financial institutions to provide requested information
* Writing client annual review letters, fund switch letters & other compliance letters
* Preparing client files for meetings
* Responding to client enquiries, liaising with third parties
* liaising with Administration Centres and Paraplanners
* Drafting and proof-reading documents, including client correspondence, illustrations etc
* Using Salesforce the company CRM system to adhere to all compliance requirements
* Maintaining and accurately updating the back office systems with client data - using it to effectively manage the business workflow
* Provide regular status updates to clients regarding status of transfers, withdrawals amongst other things
* Completing illustrations and applications for new business
* Processing Business and chasing through to completion
* Processing Application forms
* Manage business pipeline
* Manage case tracking
* Completing/Upda...
- Location:
- Beckenham
- Salary:
- £20,000 - £30,000 /annum
- Category:
- Accounting & Finance
