IFA Liaison Administrator (INDIG) Orpington, England
Job Title: IFA Liaison Administrator
Reports To: IFA Liaison Team Leader
Role Summary: General administration duties relating to the process of setting up new IFA
referral cases. Dealing with IFA’s and Pension Providers on the telephone in a professional
manner. Managing and prioritising workload.
We are currently looking to support our client with the following vacancy and can offer a temp to perm package based on the successful completion of a 12 week temp probation period prior to being offered a permanent placement with our client. The office is a great and vibrant place to work and offers many brilliant benefits and incentives to their employees.
Duties and Responsibilities:
• Answer delegated telephone calls.
• Process new IFA’s cases.
• Keep IFA’s informed of the progress of their case.
• Manage IFA expectations.
• Daily management and prioritising of your workloads and diaries.
• Ensuring emails are dealt with in a timely manner and client’s and IFA’s are responded to
within a maximum of 2 days.
• Liaise with internal departments to ensure case runs smoothly and any guarantee
deadlines are met.
• Being able to confidently read a client’s file and understand the entire process from start
to finish.
• Know how to deal with complaints.
• Comply with all security and confidentiality policies.
Skills and Knowledge:
• Good time management skills and ability to multi-task and prioritise work.
• Attention to detail and problem-solving skills.
• Good written and verbal communication skills.
• General knowledge of IFA referral process.
Be able to:
• Use excel spreadsheets
• Use Microsoft Word
• Use Salesforce database
• Prioritise own workload
Key Performance Indicators:
• Achievement of service standards
• Accuracy
• Treating Customers Fairly
Offering competitive rates and a quick start if the suitable candidate is found.
INDIG