Our client is looking for an experienced Financial Administrator with a background in an IFA firm to administer policy.
You will be responsible for:
Receiving letters of authority, sending same to the relevant providers and ensuring receipt of all
requested information, in writing.
Updating database accurately and in a timely fashion with Plan information and client fact finds and client records.
Ensuring all documents/e-mails are attached to the database against the correct Plan and under the correct type and sub-type.
Responding to queries and information requests from the Paraplanners/Advisers and clients.
Dealing with changes of address
Dealing with client terminations
Dealing with changes of bank details
Ensuring the tax return process is accurate and fully adhered to.
Ensuring that the new leads process is adhered to
Dealing with payment queries
Attaching incoming post to X-plan and updating plan if necessary
Dealing with changes to Trusts/Nominated Beneficiaries.
Responding to postal queries, for example, failure of direct debits, client reviews.
Other administrative tasks as required
Our client is a well established firm with a great working environment, that supports personal development and career progression.
Role will initially be remote.
Please email CV to email@example.com to be considered.