Job Description

You will be supporting the integration of new teams and acquisitions.
The suitable candidate for this role will have at least 2 years’ experience as an IFA administrator, and must have experience using Intelligent Office as a back-office system. You will be surrounded by an incredibly supportive and positive team that have years of financial knowledge and experience. A company that prides itself on integrity and trust with their clients.
Duties include but not limited to:

• Produce client portfolio Valuations and statements
• Prepare documentation for client meetings, pre complete application forms
• Process and submit new business applications
• Ensure client data is accurately maintained on the Backoffice systems
• Schedule and manage follow up tasks relating to client meetings and business submissions
• Close plans correctly in a timely manner
• Comply with FCA and internal compliance procedures

Required Knowledge, Skills, and Abilities

2 + years in a similar role within an FCA regulated environment. You MUST have experience using Intelligent Office back office system within an IFA administration role First-hand knowledge within Pensions, investments, protection and underwriting Exceptional written and verbal communication skills with high attention to detail Exceptional IT skills being highly competent in the use of the Microsoft office package