Eden Rose
IFA Admin
Wirral
Posted about 16 hours ago
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We are currently working with a well-established firm in Wirral looking for their next IFA Admin!
Responsibilities
- Processing new investment, pension and retirement business
- Preparing and submitting client applications
- Obtaining valuations and information from existing providers
- Processing Letters of Authority and chasing providers
- Dealing with pension transfers, investments, ISAs and other financial products
- Working with modern investment platforms and provider systems
- Dealing with older or legacy pension and investment products and providers
- Processing withdrawals, contributions, switches and other client instructions
- Preparing information ahead of client review meetings
- Maintaining accurate client records and updating internal systems
- Liaising with providers, platforms and clients by telephone and email
- Monitoring outstanding cases and proactively chasing progress
- Supporting advisers with the ongoing servicing of existing clients
- General financial planning administration as required
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Requirements
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- Experienced in financial services administration
- Experience with Intelligent Office & Plannr
- Comfortable dealing with pensions and investments
- Familiar with both modern platforms and more traditional or legacy products
- Confident contacting providers and progressing cases
- Well organised with good attention to detail
- Comfortable managing several client cases at the same time
- Confident using provider websites and financial planning systems
- Professional and friendly when dealing with clients
- Able to work independently while also being part of a small team
- Someone who enjoys taking responsibility for getting things done
- Experience dealing with older life company products, legacy pensions, investment bonds and traditional provider arrangements would be particularly useful.
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