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Finlink Ltd
Chelmsford
IFA Administrator Up to £30,000 Office based role This role is best suited to those with IFA Administration experience who are looking to join a supportive and expanding team. The company are offering a salary of up to £30,000 dependant on experience with discretionary bonus and exam support. Within the role there is progression potential to assis
Job Source: Finlink LtdCoast Specialist Recruitment
Leigh-on-Sea
The role is based in Leigh-on-Sea Essex area with a highly respected IFA Wealth Manager and will require you to work in the offices 2 days per week and 3 from home. Diploma study support is provided and the client would prefer you to be studying. Our client requires an individual to provide support to financial advisers and develop a longer term ca
Job Source: Coast Specialist RecruitmentNonStop Consulting
Great Burstead
Fostering Senior Practitioner - IFA - Outstanding Ofsted salary up to £42,000 per annum + £5,000 car allowance NonStop Care is looking for a Senior Practitioner who can join an Independent Fostering Agency with a very good reputation in the Essex area. This is a permanent role, offering you stability. In this role, you will be part of an IFA tha
Job Source: NonStop ConsultingNonStop Consulting
Chelmsford
Supervising Social Worker - Not for profit IFA salary up to £43,316 per annum, depending on experience NonStop Care is looking for a Supervising Social Worker who can join a well established Independent Fostering Agency in the Essex area, on a permanent basis. They are a charity with an excellent reputation and with a Good Ofsted rating, so you
Job Source: NonStop ConsultingNonStop Consulting
East of England
Supervising Social Worker - Not for profit IFA salary up to £43,316 per annum, depending on experience NonStop Care is looking for a Supervising Social Worker who can join a well established Independent Fostering Agency in the Essex area, on a permanent basis. They are a charity with an excellent reputation and with a Good Ofsted rating, so you
Job Source: NonStop ConsultingNonStop Consulting Ltd
Billericay
Supervising Social Worker - Not for profit IFA salary up to £43,316 per annum, depending on experience NonStop Care is looking for a Supervising Social Worker who can join a well established Independent Fostering Agency in the Essex area, on a permanent basis. They are a charity with an excellent reputation and with a Good Ofsted rating, so you wil
Job Source: NonStop Consulting LtdNonStop Consulting
East of England
Fostering Senior Practitioner - IFA - Outstanding Ofsted salary up to £42,000 per annum + £5,000 car allowance NonStop Care is looking for a Senior Practitioner who can join an Independent Fostering Agency with a very good reputation in the Essex area. This is a permanent role, offering you stability. In this role, you will be part of an IFA tha
Job Source: NonStop ConsultingNonStop Consulting Ltd
Basildon
Fostering Senior Practitioner - IFA - Outstanding Ofsted salary up to £42,000 per annum + £5,000 car allowance NonStop Care is looking for a Senior Practitioner who can join an Independent Fostering Agency with a very good reputation in the Essex area. This is a permanent role, offering you stability. In this role, you will be part of an IFA that h
Job Source: NonStop Consulting LtdChelmsford
We are currently recruiting for a Financial Planning practice in Chelmsford who are looking for an IFA Administrator to join their team. They are looking for someone who has experience within an IFA practice.
Duties:
Process business submissions within our service level agreement (SLA); recording all new business where necessary (e.g. Intelligent Office, Business Register, File Tracker etc.) Submitting new business to providers, manage internal and external enquiries relating to new business; liaising with providers and clients for any outstanding information; responsible for one-month checks to ensure submissions are complete; NPW ('not proceeding with’) process for business that is no longer going ahead.
Assist with any outstanding enquiries from Accounts related to new business; clawbacks and commission enquiries; direct debit cancellations and distribute to the relevant team
Business succession tracking
Monitor shared email inboxes, and ensure any correspondence has been acknowledged, and responded to, by the end of the next working day, in agreement with the department SLA; review provider alerts and secure messages and distribute to the relevant team for further action; manage ad-hoc queries from advisers, including logging phone call logs
First point of contact for telephone enquiries; record call details; distribute calls to the relevant departments; assist with any relevant queries for Admin
Support with any mandatory daily tasks for the department, during staff absences
Providing oversight and support to the Administrator
Deceased client process; responsible for procedure oversight until completion; communication with clients, executors or third parties, for queries relating to policies under our management; requesting and recording all necessary documentation to complete process
Compliance file process; Client Services Advice Team ('CSAT’) compliance file process; scanning documentation to file and refer to Compliance team
Responsible for any changes to the first meeting packs for all advisers, including the adding and removing of documents; print conductor process LOA stage process for initial advice meetings (including virtual files); record submission progress in file tracker; responsible for distributing and documenting client state pension forecasts; recording relevant emails and documents to client files
Provide client information when requested e.g. payslips/ P60’s/ valuations/ policy details etc.; any updates to client policy information e.g. pension beneficiaries etc.
Responsible for monitoring and checking Dynamic Planner and sending out 'Attitude to Risk’ hyperlinks; resending reminders to clients via Dynamic planner; following up with clients
Issuing confirmation letters to clients that are no longer under our management, following servicing updates, on a quarterly basis
Provide documentation to providers, for new or existing clients, to evidence KYC/AML verification, on request
Responsible for cleansing of hard copy files on an annual basis; ensuring all files are shredded/ recorded on file, as necessary
Email Alert for IFA Administrator jobs in Chelmsford
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