Paraplanning Support Administrator

IFA Administrator - Leeds, Yorkshire and the Humber

Ref: 94Monday 26 July 2021

£19,000 - £25,000

Join a high performing team, to provide Paraplanning Support to an award-winning team of Independent Financial Advisers, in an inclusive environment that promotes teamwork at the core of its culture.

A fantastic opportunity for an experienced IFA Administrator looking to make the next step in their Financial Services Career, with full study support and excellent career progression for the right candidate. 

The main objective of the role is to ensure that Letters of Authority and Information requests are sent to third party product providers and tracked until they have been received and registered by them.  You will work alongside a Paraplanner Support Associate on specific cases  throughout  the  advice process, assisting in conducting research where appropriate.

 

Responsibilities

 

Send Letters of Authority and Information Requests to providers by email/post and online submissions.

Request information and updates from third party providers.

Competently and professionally interact with third party providers over the phone and via email.

Maintain the CRM system (CURO) to ensure that all advice requests are updated accurately.

Support the Paraplanners and Paraplanner Support Team with additional tasks as required, such as obtaining/verifying technical policy information.

To be considered

 

Significant experience in an administration or customer service role in the Financial Services industry

Experience of stakeholder communications (in all formats)

Professional telephone manner