Administrator 236 views0 applications

Experienced Administrator required

Location:  Taunton

This is an interesting and varied role with a UK Top 100 accountancy firm.  Your duties will include:

Setting up client records on Intelligent Office (IO)

  • Creating Electronic Client Files by extracting information from Personal Financial Planning Questionnaires, entering all data correctly onto IO the company client database and ensuring it is linked to the correct source (for reporting purposes).
  • Assigning a client code to each record.

Processing Letters of Authority (LOA) 

  • Identify which product information needs to be requested from providers.
  • Prepare Letters of Authority and issue to relevant providers.
  • File all relevant documents in the electronic filing system.
  • Create paper files where necessary.
  • Input specific plan information onto IO and establish a task history.
  • Communicate with providers to ensure receipt of all information requested.
  • Record all communication in the associated client product task to provide a status update.
  • Check the information received is as requested before completing the task.
  • Liaise with the financial advisers via email or telephone with regards to the progress and completion of the process.
  • Input plans information onto IO and complete tasks accordingly. 

Processing New Business 

  • Check applications match illustration and the adviser’s new business checklist.
  • Set up client record, as detailed above, entering plan information and fee expectation.
  • Liaise with advisers with regards to applications.
  • Prepare new business enclosure memo and issue the application and associated paperwork to the providers, and/or
  • Process the new applications online directly with the provider.
  • Electronically save the new business pack.
  • Establish an Event List on IO and track the new business to completion.
  • Record all communication in the associated client product task to provide a status update.
  • Check that acceptance letters and policy documents accord with the application.
  • Issue policy documents to the client.
  • Electronically save all correspondence received in and sent out
  • Answering incoming telephone calls in line with the Call Work Group

If you are interested please email me your CV today!

More Information

  • Salary £18,000 - £21,000
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