Part-time IFA Administrator

14750.00 - 15000.00 GBP Annual + plus Bonus Scheme
05 May 2021
02 Jun 2021
Part Time
Contract Type
My client is a successful and busy IFA practice based in Reigate and this is a new role working alongside the existing Senior Administrator/Office Manager with some individual responsibilities.

Overseeing the processing of mortgage, insurance and wealth management applications.

* Helping prepare for meetings - sending meeting confirmations with initial compliance paperwork, producing Illustrations and Agenda's.

* Submitting life insurance applications and keeping track through to the Policy going live.

* Submitting supporting information, chasing lenders/providers/solicitors and keeping in touch with clients throughout the process.

* Ensuring compliance procedures are followed correctly and within required timescales.

* Submitting the sales processes on bespoke Xplan back office compliance system. Training will be provided.

* Closing files following completion - address changes, mortgage rate reviews input on Outlook calendar and shredding paperwork.

* Some Personal Assistant work for the Adviser.

The role will take place over 3 full working days in the office; ideally Tue, Wed, Thurs 9:30 - 5:30pm; although this is open to flexibility and require someone:

* with good communication skills and the ability to work efficiently and under pressure.

* a good approach to working in a team is also essential.

* experience of working in financial services would be preferable

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