Job Description

We are currently recruiting for a Financial Planning practice in Cheam who are looking for an IFA Administrator to join their team. They are looking for someone who has experience within an IFA practice.

Duties:

  • Process business submissions within our service level agreement (SLA); recording all new business where necessary ( Intelligent Office, Business Register, File Tracker etc.) Submitting new business to providers, manage internal and external enquiries relating to new business; liaising with providers and clients for any outstanding information; responsible for one-month checks to ensure submissions are complete; NPW (‘not proceeding with’) process for business that is no longer going ahead.

  • Assist with any outstanding enquiries from Accounts related to new business; clawbacks and commission enquiries; direct debit cancellations and distribute to the relevant team

  • Business succession tracking

  • Monitor shared email inboxes...

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