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Client Services Professional (Senior IFA Administrator)

£26000 - £28000 plus benefits
We have an exciting new opportunity to join this directly authorised Financial Planning firm that delivers tailored and holistic advice to corporate and private individuals.
The company has its own in-house discretionary investment proposition too, allowing the selected Discretionary Fund Manager to control client’s investments. With offices in Midlands and London the firm continue to go from strength to strength.
The Role
General day to day administration of Life, Investment and Pensions including:
  • Submission of new on line applications / top ups and processing of paper based applications for life, investment, platform and pensions business and ensuring that they are processed compliantly, to a satisfactory completion and issue of plan documents
  • Running comprehensive IO activities for each piece of business whether it is new business, top ups and any other policy variations for example Change of DFM/Model, Fund Switches 
  • Oversee management of Annual Reviews and Portfolio Reviews that are due i.e. ensuring delivery and action by adviser and Review Team 
  • Assist the Review Team with the preparation of these in overflow situations 
  • Check Portfolio Reports prepared by Review Team 
  • Liaising with clients, solicitors, accountants, life offices, lenders and platform providers by telephone, e-mail, fax and letter
  • Handle complex administration enquiries / queries as directed by the Client Services Manager
  • Provide training / mentoring to CSE’s and apprentice staff as directed by the Client Services Manager
  • Oversee and sign off Platform withdrawals / fund switches / transactions 
  • Producing ad-hoc (non standard) and standard letters in response to customer/provider queries 
  • Raising invoices 
  • Obtaining life, investment and pension quotations using research tools
  • Presenting quotations to advisers along with relevant data and documents required for the advice to be provided
  • Handling Group Scheme Renewals/ Auto Enrolment schemes with the systems in place, i.e. paper based or on line to include Renewal invitation and take up and on-going support throughout the year with member servicing etc
  • Provide on-going administration of platform and non-platform based investment and pension products including Sipps and SSASs
About You
  • You will have a professional, positive mindset 
  • Experience in a similar role from within an IFA office 
  • Experience with IO, back office CRM, system highly desirable 
  • Have a good working knowledge of platform providers and wrappers , how they operate including the maintenance of cash balances
  • Understanding of discretionary fund management options
  • Previous experience in mentoring more junior members of a team
  • Well organised with technical knowledge of the products for the job role
  • Strong IT skills particularly MS Excel
The Salary and Benefits
  • Competitive salary £26,000 - £28,000 DoE, 
  • Workplace Pension
  • Death in Service benefits
  • 23 days holiday + bank holidays
Employment type: 
Employed (Full Time)
Financial Planning
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