Senior IFA Administrator

To provide administrative support to the Advisers and Operations Manager.

Summary of Job Purpose:

Processing the submission of new & top up business to relevant provider platforms, checking adviser has provided full compliance requirements. Updating our back-office system with the new business and uploading all relevant documents. Back-Office system – Intelligent Office.

Working with a number of provider platforms – to add expectations for new monies in. Processing Switches. Purchasing and selling of funds. Paying out ad hoc income requests.

Annual Client Review Reports.

Supporting and dealing with our migration project – moving assets from current platform over to new platform.

Supporting Advisers in collating information/documents in preparation for meetings.

Answer overflow telephone calls in support of the receptionist.

Ad hoc Projects.

Planning & Reporting:

Deals with all aspects of work in an efficient and timely manner to facilitate submission of new business/purchasing and selling of funds.

Reporting to Operations Manager.

External Relationships:

Liaising with Providers/Platforms to process new business/fund switches/fund sales & purchases.

Dealing with client calls and emails.

Internal Relationships:

Working closely within the administration teams and other support teams within the company.

Working closely with all advisers to provide full support preparing for client meetings through to New Business and adviser instructions.