IFA Administrator

IFA Administrator

Working for our lovely client, this role focuses on providing an efficient and effective service to advisers and their clients

IFA Administrator duties:

• Check new business cases prior to submission ensuring forms are completed correctly
• Submit all new business to life, pension and investment offices within 24 working hours
• Ensure naming convention is adhered to and documents are stored in correct folders.
• Daily self-management and prioritisation of own pipeline cases
• Daily fund movements and trades to be actioned within 24 hours of receipt
• Cases diarised with correct level of priority applicable to individual cases
• Where applicable ensure cheques, ID documentation or legal documents are kept in the safe overnight when being held
• Checking that all investments, pensions, assurance plans have been set up correctly and providing clients with valuations and policy documents as appropriate.
• Produce accurate portfolio valuations in time for client reviews where appropriate.
• Submit and follow up on letters of authority and change of agency forms
• Ensuring all documentation required for pension reviews and transfers are obtained
• Obtain pension, investment, annuity, PHI and group life quotations, projections and information when required.
• Obtain surrender values and submit papers to providers to surrender policies
• Ensuring all compliance requirements are strictly adhered to
• Occasional booking of client meetings on the adviser s behalf should they require.
• Ensure all cases are put on risk on the database immediately when cover has been affected
• When cases have been completed, to follow procedures for complying the client card
• Answer incoming telephone calls when Reception are unable to take the call
• Ensuring that monthly pipeline meetings are arranged and attended

IFA Administrator requirements:

• Previous experience in working for an IFA
• Working with platforms/trading, knowledge of investments and pensions
• Able to prioritise workload throughout the day
• Excellent communications skills
• Maintaining a professional manner at all times

Additional Information:

• Based in Fleet
• GBP23,000 - GBP27,000
• Monday - Friday, 8:30am - 5pm
• Pension scheme

Refer a friend and earn GBP100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a GBP100 retail voucher of your choice!

Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

By applying for this vacancy, you accept Optima Recruitment Limited s Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.