IFA Administrator

Our client is a long-established Chartered Independent Financial Advisory practice based in Chester, with over 40 years of experience. Their focus is on delivering thoughtful, ethical financial planning with the client’s best interests at the core of everything they do. They are currenty recruiting an experienced IFA Administrator to join their busy team.

Main Duties:

Liaising with and supporting the advisers and paraplanners

Administering new business for investments, pensions and protection

Updating systems, preparing valuations and annual review documentation

Communicating with existing and prospective clients and providers by phone, email and post

Logging cheques and policy documents

Answering the telephone

Processing new business applications

Chasing outstanding items

Dealing with client queries

Up-dating and producing client valuations

Preparing client files for meetings

Researching perform...