Ifa administrator

My client is an Independant Financial Advisory firm based in Doncaster, providing client and businesses with Advice across Pensions, Investments, Retirment Estate Planning. We are urgently seeking 2/3 IFA Administrators, who will sit within the Administration fucntion and primarily to support the Financial Advisers of the business and servicing their clients, by producing compliant documentation. Specifically you #39;ll be responsible for: * Receiving and opening all incoming correspondence, scanning and logging documents onto the systems as required. * Acting as the first point of contract to providers and clients and supporting them with queries relating to their portfolio of products. * Receiving incoming requests and producing review packs for the Financial Advisors in a timely manner to support Advisor / Client annual reviews. * Conducting research using research tools such as FE Analytics, Dynamic Planner and Smart Search to ensure review packs are produced with up-to-date and accurate information. * Obtaining valuations in relation to Pensions, Protection, Savings and Investment products and consolidating valuations from several providers to present to the Advisors in preparation for review meetings. * Using Intelligent office to add, configure, navigate and update client records and complete a fact find report which is compliance ready. * Uploading review pack documentation to a Digital Wealth Management platform to allow the Advisors to advise and service clients during virtual meetings. * Use of a Diary Management System to track work flow and update completed tasks. * Preparing and posting letters and documents required for the successful transfer or set up of new clients. We would be seeking candidates witth around 1-3 years experience working within the Financial Advice / Financial Services sector with a level of Financial Services knowledge across Investments, Pensions, Retirment / Estate Planning. You will also have good working knowledge of Microsoft Office products such as Word, Excel, Outlook and a good basic education in Maths and English. A great salary is offered for this fixed term 1 year contract, which will potentially be renewed or with a chance of being taken on permanently