Part-Time IFA Administrator

We are currently recruiting for a Financial Planning practice based in Bookham, Surrey who are looking to recruit a Part-Time IFA Administrator to join their team. 28 hours a week - 3 days a week.

• Liaising with clients to obtain personal information, NI numbers, addresses and policy details. Confirming change of address
• Answering phone calls and allocating the relevant follow up
• Booking meetings and follow up appointments. Running all diary and schedules through activity management and outlook
• Sending pre meeting information, letters, maps and welcome packs
• Sending follow up letters and requesting ongoing information
• Dealing with providers to obtain: Quotations, illustrations, transfer values, plan encashment and surrenders
• Completing compliance requirements and Anti Money Laundering checks for all clients
• Producing weekly cash reports via Transact
• Updating CRM with new client information and updating existing client details
• Submitting new business online. Obtaining quotes via The Exchange / Web Assure
• Liaising with accountants and solicitors for mutual clients
• Managing Letters of Authority from start through to collation of information
• Dealing with Providers to instruct sales (with the guidance of the planner) and transferring cash into and out of plans
• Pension Transfer establishment and dealing with external pension providers
• Arranging annuity details and drawdown set up
• Entering fees and adviser charges on CRM and sending invoices to clients and providers
• Review pack preparation
• Create and send out Adviser Charge letters and emails to all clients
• Stationery and office supplies ordering
• Handling post - daily
• Scanning - daily
• Maintenance of office - clean working environment. Team refreshments
• Setting up meeting room and clearing afterwards. Refreshments and meet and greet. This can be for zoom or in person