Ifa Administrator

IFA AdministratorWinnersh£25,000 - £32,00037.5 Hours per week23, 25 or 30 hours per week8am – 5 : 30pmMy client based in Winnersh are seeking an IFA Administrator to join their team who would be specialising in pensions, retirement and international family wealth. You would be responsible for dealing with queries from clients, ensuring all communication is accurately recorded and obtaining policy information.DutiesQuickly and effectively deal with queries from clients through clear and thorough communication.Ensure all written and electronic client communication are accurately recorded and maintained.Collect, collate, and record client policy information and critical data in accordance with the principles of KYC.Obtain policy information, quotes, illustrations, and product details.New client on-boarding from initial contact until funds are invested.Process and submit new business to providers and ensure applications are completed efficiently.Placing investment trades, fund switches, and on occasion, conducting peer reviews on fund switches instructed by colleagues.Organising financial planning annual reviews with clients on behalf of the Financial Adviser.Prepare documentation for initial client meetings and annual financial reviews, including product literature, illustrations, provider forms and client agreements.Be proficient sending critical client data by DocuSig...