Part-time IFA Administrator

Job Reference No. 6878
Permanent / Temporary Permanent
Salary / Rate of Pay £14,750.00 + Bonus
Location Reigate
Sector Commercial
Days / Hours Tue - Thur; 24 hours

Job Description

My client is a successful and busy IFA practice based in Reigate and this is a new role working alongside the existing Senior Administrator/Office Manager with some individual responsibilities.

 

Overseeing the processing of mortgage, insurance and wealth management applications.

 

·       Helping prepare for meetings - sending meeting confirmations with initial compliance paperwork, producing Illustrations and Agenda’s.

·       Submitting life insurance applications and keeping track through to the Policy going live.

·       Submitting supporting information, chasing lenders/providers/solicitors and keeping in touch with clients throughout the process.

·       Ensuring compliance procedures are followed correctly and within required timescales.

·       Submitting the sales processes on bespoke Xplan back office compliance system. Training will be provided.

·       Closing files following completion - address changes, mortgage rate reviews input on Outlook calendar and shredding paperwork.

·       Some Personal Assistant work for the Adviser.

 

The role will take place over 3 full working days in the office; ideally Tue, Wed, Thurs 9:30 – 5:30pm; although this is open to flexibility and require someone:

 

·       with good communication skills and the ability to work efficiently and under pressure.

·       a good approach to working in a team is also essential.

·       experience of working in financial services would be preferable.

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