Trainee IFA Administrator - Adviser Support
Salisbury Financial Services Ltd, Chalfont St Peter, Chiltern
Trainee IFA Administrator - Adviser Support
Salary not available. View on company website.
Salisbury Financial Services Ltd, Chalfont St Peter, Chiltern
- Full time
- Permanent
- Onsite working
Posted 2 weeks ago, 3 Nov | Get your application in now before you miss out!
Closing date: Closing date not specified
job Ref: 1ca3a324a097412a9d1e32fc1d9ef689
Full Job Description
- Obtain illustrations, key features documentation, fund factsheets, KIIIDs and application forms from Platforms/Providers as required.
- Review meeting preparation - produce valuations and ensure correct documentation is gathered (risk profiling, fact find, client agreements etc).
- Completion of product application forms, Trust documentation and new business submission (platforms).
- Monitoring and oversight of new business applications and fees.
- Issue client documentation to the client/product providers as appropriate.
- Perform electronic ID checks & ensure compliance documentation is present on file at each stage of the advice process.
- Issue signed letters of authority (LOA) and transfer of agency (TOA) to providers and obtain standard policy information.
- Update client policy records on receipt of information on intelligent Office (Intelliflo).
- Accurately maintain client s personal details and policy information, update fee expectations via Intelliflo and in-house databases.
- Maintaining relationships and contacts with providers to ensure a professional service.
- Deal with encashment and withdrawal requests from existing client plans as instructed by the Adviser and inform the client by email, where appropriate.
- Manage the IFA diary.
- Ensure that Advisers and the Managing Director are informed of any client related events and issues in a timely manner. SFS are an equal opportunities employer promoting diversity and our interview selection process is inclusive and free from discrimination.
- Conscientious and organised, with a strong work ethic.
- Willingness to learn and openness to being coached/mentored.
- Computer literate in Microsoft Office.
- Excellent communication skills both written and verbal.
- Client centric approach.
- High attention to detail and professionalism.
- Accurate data entry and record keeping skills.
- Willingness to study towards professional qualifications (supported by the firm).
This is a full-time role, based in our client's office in Gerrards Cross. Due to internal promotion, we re seeking a mature and professional minded individual looking to begin their career in Financial Services. Initially, your role will be to provide administrative support (training provided) to their advisory and technical team. Over time, the firm will support you to gain industry qualifications, whereby you can progress within the firm, if desired, to Paraplanner and Adviser level. Salisbury Financial Services Founded in 1983 we are a well-established financial services company that prioritises building long-term relationships with clients by tailoring our financial solutions to meet individual needs. As an independent firm, SFS offer a full range of financial planning solutions, ensuring clients receive the best appropriate advice. - Competitive salary (dependent on experience)Workplace pension (Aviva)
- Healthcare (Westfield)
- Annual holiday allowance - 25 days plus Bank Holidays plus time off between Christmas and New Year
- Inclusive culture promoting employee wellbeing and engagement
- Career progression (exam support) and ability to take on higher level work
The role is varied and is best suited to an individual who can work on their own initiative and enjoys taking ownership and management of their own domain . Whilst the firm has existing procedures in place, we always encourage fresh ideas. You will be dealing with professional colleagues, introducers and high net worth clients, so the candidate should be comfortable in these surroundings with a strong work ethic.,