Eden Scott is delighted to be supporting our longstanding client, a Firm of IFAs, to recruit for an IFA Administrator. You will be joining an established team supporting their Paraplanners and Financial Advisers.
FINANCIAL SERVICES ADMINISTRATOR
Prepare client packs for meetings - new business packs (RTW) and/or meeting review packs. Answer telephone and email queries from clients and providers. Add new clients to and update Inteliflo client records. Send new business to Providers by mail, email, or process directly on the platform, ensuring paperwork is completed in accordance with internal compliance requirements. Action client requests, usually withdrawals (accuracy required). Create and maintain work tasks via Intelliflo to ensure workflow is processed in a timely manner. Communicate with Providers for any outstanding documentation or information. Upon receipt of new policy, check documentation for accuracy and send out to the client. Prioritize and maintain workload. Provide general administration support for the IFAs. If you have experience in a similar role, please click on the link to apply or send your updated CV to nicky.johnston@edenscott.com.
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Prepare client packs for meetings - new business packs (RTW) and/or meeting review packs. Answer telephone and email queries from clients and providers. Add new clients to and update Inteliflo client records. Send new business to Providers by mail, email, or process directly on the platform, ensuring paperwork is completed in accordance with internal compliance requirements. Action client requests, usually withdrawals (accuracy required). Create and maintain work tasks via Intelliflo to ensure workflow is processed in a timely manner. Communicate with Providers for any outstanding documentation or information. Upon receipt of new policy, check documentation for accuracy and send out to the client. Prioritize and maintain workload. Provide general administration support for the IFAs. If you have experience in a similar role, please click on the link to apply or send your updated CV to nicky.johnston@edenscott.com.
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