IFA Administrator - Newcastle

Our client is looking for an IFA Administrator to join their team based in Newcastle. You will be working as part of a team providing timely and efficient support to the Advisers in conjunction with the Paraplanners.

Responsibilities

· Provide administrative support to Advisers and Paraplanners.

· Input and maintain data on the Company’s back office system.

· Update and manage a diary system, taking action when required.

· Format and prepare letters and documents.

· Liaise with both internal and external contacts and clients by telephone and email.

· Support Advisers in managing their pipeline and portfolio of existing business.

· Communicate with Life Offices and Investment Houses when requesting information.

· Prepare files for compliance checking.

· Undertake filing, photocopy and scanning duties when required.

· Maintain client records using the Intelligent Office system.

· Keep up to date with all relevant product, legislative and technical changes.

· Submit new business.

· Manage client reviews, including preparing client valuations.

· Prepare client reports – these may be in relation to pensions, investments Trustee Investment, IHT planning and other associated financial planning requirements.

· Review products available to meeting client needs and make appropriate recommendations.

· Develop productive working relationships with colleagues and clients throughout the financial services environment.

· Act ethically, impartially, and always in the best interests of clients.

· Follow the internal IEP processes and procedures.

· Ensure compliance adherence with the FCA regulatory and legislative requirements.

· Ensure IEP meet the expectations of the FCA with regards to treating customers fairly.

· Act in accordance with the terms and conditions your employment contract.

These duties are not to be regarded as exhaustive and you may be required to perform such other and/or additional duties within your skill-set and competence as the company may require.

If you are interested in this position then please forward your CV and details to sam@artemisrecruitment.co.uk 

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