IFA Administrator

Recruiter
Blakemore Recruitment
Location
Sittingbourne
Salary
£30,000 per annum
Posted
16 Apr 2019
Closes
16 Apr 2019
Ref
1129459741
Contract Type
Permanent
Hours
Full Time
We are currently recruiting for a highly regarding Financial Planning practice based in Sittingbourne. They are looking for an IFA Administrator to join their busy and growing team. You will be working directly with one of the directors. The overall purpose and scope of the job is to deal with a range of administrative duties on a day to day basis to ensure that the work is undertaken in a compliant and efficient manner. In addition, you will act as assistant to the Mortgage Adviser. Key Responsibilities Act as Personal Assistant to one of the directors, although work may be given to you by any adviser and the Office Manager depending on the overall office work flow and resources. This may involve dictation as well as administrative duties. Assist the director with the administration of Group Pension Scheme clients. In the scope of the role you are required to undertake all administrative duties in relation to the processing of new business and maintenance of existing client business including keeping adequate records on our database/files and diary/workflow system following procedures put in place by management. Collating information for the advisers in order for them to adequately advise clients. This may involve obtaining illustrations, existing policy information and other research. Act and ensuring your activities comply with our own compliance procedures. Assist the Mortgage Adviser in the arrangement of and administration of mortgages. This may involve research on behalf of the adviser as well as dealing with mortgage lenders and clients directly. Establish and maintain effective working relationships with co-workers, supervisors, business partners and the general public. Maintain regular consistent and professional attendance, punctuality, personal appearance and adherence to relevant health and safety procedures. Pursue personal development of skills and knowledge necessary for the effective performance of the role. This is an excellent opportunity for an experienced IFA Administrator to join a successful IFA firm.

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