Job Description

Job description

My Client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley.

Key Tasks:

  • Daily contact for advisors, updating and liaising to conclude work related tasks
  • Prepare client packs, brochures, applications and anything required for a client meeting
  • Submission and completion of new business cases adhering to the compliance and new business processing guidelines set out. Ensuring all business is recorded on relevant data bases and stored/scanned to systems in line with the company standards
  • Pipeline - ensure all business is recorded and chased through to completion, liaising with both Adviser, providers, GPs and Medical companies and recording notes for audit purposes
  • Maintain client files in line with company guidelines and standards
  • Prepare and maintain the client service / review list for the ...

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