Job Description

Responsibilities

• Provide administrative assistance to the paraplanners
• Send letters of authority to product providers
• Complete data harvest on different types of product to a consistent standard
• Update Know Your Client (KYC) 'fact find' information on Intelligent Office
• Ensuring the completion of all electronic new business building and illustration creation associated with the reports in an accurate and timely manner
• Ensuring all suitability reports are packaged and issued to clients accurately within agreed timescales
• Identify problems with workflow processes and suggest improvements
• Early identification and reporting, to Head of Technical Support, of difficult cases that could require additional time/expertise to resolve (e.g. slow responding providers or complex pensions)
• To provide assistance with opening and sorting the post daily by 11.00am, ensuring it is delivered to the relevant person in the business
• To provide assistance with the outgoing post, ensuring it is completed daily by 4:30pm
• Provide support to the Investment Administration team
• Ensuring that any complaints (formal or informal), breaches or losses are reported to the Head of Risk Management at the earliest possible opportunity
• To undertake reasonable additional duties at the request of your Line Manager as may be required from time to time

Schedule:

• No weekends

Experience:

• IFA Admin: 1 year (Preferred)

Work remotely:

• No

Required Knowledge, Skills, and Abilities

Able to work within defined business processes, as part of a team and individually on own initiative. Ability to achieve agreed outcomes without supervision, prioritizing and planning own workload. Excellent interpersonal skills. Ability to produce detailed and accurate work consistently to a high standard. Good IT skills (notably MS Word and Excel, but also able to learn third party software such as Intelligent Office, FE Analytics and Select a pension).