Job Details

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IFA Administrator - part time

Nottingham, Nottinghamshire, United Kingdom, £ £ 12.50-12.50 Hourly Hourly, Permanent


Place Recruitment have a part-time position available for an experienced IFA Administrator with minimum 1 year of experience.

The client is a small IFA firm in the heart of Nottingham city centre, they\\\'re looking for a thorough, accurate, knowledgeable and experienced person to join their team on a permanent basis.

The ideal candidate must:

* Have IFA administration experience minimum 1 year;

* Experience of using back-office systems;

* Experience of using Platforms/Wraps Knowledge of Pensions and Investments;

* Basic compliance knowledge and understanding of what makes a compliant file;

* Excellent organisational and prioritising skills;

* Excellent written and spoken communication skills;

* Good computer literacy and typing skills;

* Be comfortable following prescribed processes;

* Be able to work alone using own initiative.

Main responsibilities:

New business processing, including:

* Obtaining and completing application paperwork;

* Sending new business to providers;

* Submitting business on main investment Platform;

* Entering business onto back-office system;

* Managing and updating tasks on back-office system;

* Chasing business through to completion;

* Chasing fees.

Processing Letters of authority, including:

* Generating requests for information;

* Sending to providers Managing and updating tasks on back-office system;

* Chasing providers for outstanding information Inputting plan information on back-office system.

Other tasks:

* Answering the telephone;

* Dealing with incoming post;

* Scanning and saving documents to back-office system;

* Client and Provider liaison;

* Generating recorded/special delivery post online & delivering to post office;

* Client research and preparation for adviser meetings with clients;

* General administration.

The hours are between 21 and 28 hours per week, with flexibility on exact hours and days however the client would prefer a fixed Friday shift.

Salary is fixed at 12.50 per hour.

25 days holiday plus bank holidays (pro rata).

Must be available to work additional hours to provide holiday cover for up to 20 days per annum

Job Details

Not Specified
Nottingham, Nottinghamshire, United Kingdom
£ £ 12.50-12.50 Hourly Hourly