Job Description

Key responsibilities for the IFA Administrator

• Day to day client management and processing any queries which may arise
• New business submission and tracking to conclusion
• Liaising with clients, product providers and other relevant third parties
• Issue letters of authority, chase for policy information, build schedules and putting existing policies on the system
• Administration of group pension and group risks schemes
• Ensuring back office systems are kept up to date including client and provider data.
• Obtaining illustrations and supporting literature

Required Knowledge, Skills, and Abilities

Minimum 2 years' experience working as an IFA administrator Great communication skills, both written and verbal. Ability to work under pressure and meet deadlines. An understanding of FCA regulations and guidelines relating to financial services clients Good team working and liaison skills