Found ? profiles matching your search criteria (ifa administrator)

Virtual Assistant / IFA Administrator / Paraplanner

I have over 13 years office experience covering all areas for example, administration, PA, Office Management, Event Organising, Copy & Audio Typing, Invoicing, Chasing Payments ...and so on. I have spent the last 11 years working within the Financial Services Industry, and offer specialist IFA... services such as new business processing and chasing, research and report/suitability writing (using your templates). I am currently working for a number of IFA's on an ongoing basis and can provide good references.
Skills: Copy Writing | Customer Service | Human Resource | ... Management Skills | Managing People | MS Excel | MS Power Point | MS Power Point presentations | MS Word | Office Management | Project Management | Sales/ Marketing letters | Speed typing > 50 WPM | Training | Valuations

Financial Services Administrator and Paraplanner

I am a Financial Planning Certificate holder with 10 years experience in the finance Industry.I am a quick learner, flexible, excellent at relationship development, and I am able to adapt to challenging situations quickly.I am a freelance paraplanner, writing suitability reports covering pension, investment and protection recommendations. I became a freelance Paraplanner in an effort to remain an active member of the work force and to keep my skills current whilst balancing the demands of being a mum to a young child. As a freelancer I ...have built up strong and trusting relationships with a small number of professionals. In one role with a remote IFA,... I am primarily responsible for the fund research and portfolio building, which is performed on a monthly basis. I have become extremely familiar with the Intelligent Office Back office system, Synaptics, Salary Exchange and Selectapension systems. I am adept in utilising the Elevate and Novia wrap platforms for producing pre sales illustrations and following applications through to new business. I have become a key asset in overseeing administrators and seeing business through to completion. I am able to assist with the compliance side of the business and have helped IFA’s with their Treating Customers Fairly Records.
Skills: Technical Writing Skills

Freelance Paraplanner

I work as a full-time freelance paraplanner, helping IFA's by writing their suitability reports and carrying out any research that... they require in order to assist with their business. I also offer a file checking service and can also provide administrative support if required.
Skills: Technical Writing Skills

Freelance Paraplanner & Administration Services

I'm FPC & MAQ qualified with a secretarial background and 20+ years in the industry, having previously worked ...as both an IFA (with a licence to carry out pension transfers) and a mortgage broker. I can offer IFA's... and mortgage brokers a paraplanning outsourcing service so that they can concentrate on the sales side of the business, helping them to work smarter and be more profitable. The services I offer are:- Pension transfer paraplanning Suitability letters Financial services administration Financial service telemarketing Business processing Obtaining quotes Business tracking Pre-compliance file checking Product research File compilation Using my services will help you to work ON the business, not so much IN the business.
Skills: Editing Skills | English | Face to face... selling | Financial Planning Certificate | Mortgage Broking | MS Excel | MS Word | Shorthand writing | Speed typing > 60 WPM

Administrator

I am an experienced Office Manager having been employed with a National IFA until the end of November when I... was made Redundant. My skills are wide and varied. Have excellent typing/transcribing skills, my administrative skills are also wide and varied and have not been contained within the Financial Services Industry for all my working life. I have been a Branch PA for an Americal Insurance Company. Possess excellent communication skills.
Skills: Management Skills | Speed typing > 70... WPM

Paraplanner

Dear Sir/ Madam Firstly I would like ...to introduce myself. My name is Shiggy and I am a Paraplanner based in Oxford. I have worked for IFA’s... for over 9 years either on an employed basis or on a contract. I have recently started working on a “Pay as You Use Service”. The way I see a Paraplanning service is that it should be positive, professional, cost effective and efficient. By effective I mean Paraplanning should release financial advisers to concentrate their efforts on seeing clients and writing business. Ultimately, effective Paraplanning should increase turnover, profitability and business value. My role as a paraplanner includes some of the following; •Receive and implement requests from financial advisers. •Gather and record client data. •Prepare reports to a professional and timely standard. •Provide information for regular client reviews and identify areas not covered. •Communicate with clients and Insurance Companies. •Develop and maintain all processes relevant to technical support. •Undertake financial planning and product-based research for Pensions, Life Assurance, Investments and Corporate. •Managing workflows. •Remain up-to-date with the latest products. •Over-looking the administration of the New Business Team and ensured the business was concluded as soon as possible.

Senior Curriculum Administrator

Virtual Assistant/Administrator/HR Assistant/Generalist I have over 10 years office experience covering all areas for example, administration, PA, Office Management, Event... Organising, Invoicing, Chasing Payments and so on. I offer specialist IFA services such as new business processing and chasing, research and report/suitability writing (using your templates). Main Skills: Customer Service, Human Resource, Management Skills, Managing People, MS Excel, MS Power PoinT, MS Word, Office WORD PROCESSING SERVICES : MINUTES ADMINISTRATION: DIARY MANAGEMENT TELEPHONE ANSWERING SERVICE PERSONAL PAPERWORK ORGANISATION DATA ENTRY INVOICING CREDIT CONTROL
Skills: Customer Service | English | Human Resource | Management... Skills | Managing People | MS Word | Office Management

An Efficient Admin Assistant!

Hi, I am a Commerce Graduate. I have a total work experience of 6 years in the financial field. I have dealt ...with backoffice work, email management, inbound & outbound calls to banking and insurance clients as well as to the IFA's.... I can even deal with administration work or report preparation. Drafting of letters, secretarial work comes naturally to me as I am a very organized person. I love being meticulous in my work. I am here on PPH as I would like to utilize my work experience and work independently!
Skills: Call Center Skills | Cold calling | Email... Handling | Word Processing | Data Entry | Backoffice work processing | English | MS Word | Office Management

Administrator/Secretary

Princy Susan Thomas Objective To secure a challenging position with requisite authority and scope of responsibility in a service oriented company and to contribute positively towards achieving a corporate goal. Personal Details Date of Birth - January 31, ...1971 Marital Status - Married with two children Nationality - Indian Experience March 2002 • July 2003 New Business Administrator... Responsibilities ï‚· Screening the new applications received to adhere to the Isle of Man Prevention of Money Laundering Regulations and Business Acceptance Criteria. ï‚· Vetting of the new applications received accordingly. ï‚· Follow up with IFAs / Clients for missing information. ï‚· Keying the new application data on to the system. ï‚· Issuance of policy documents from the system. ï‚· Checking of issued policy documents prior to dispatching. ï‚· Ensure premium received for the applications and issue receipts accordingly. ï‚· Subsequent correspondences with the IFAs / Clients on their policies. ï‚· Respond to all the telephone queries from customers. March 1990 • July 2001 Executive Secretary to the Deputy Regional Director • Group Secretarial Responsibilities ï‚· Handle all the secretarial duties • attend to the telephone calls, and respond to the incoming faxes ï‚· Organize appointments and meetings ï‚· Arrange travel schedule ï‚· Correspond in reply to incoming letters / queries ï‚· Maintain an organized filing system ï‚· Prepare presentation slides for seminars Administrative Responsibilities ï‚· Issuance of Policy Contracts and Endorsements for clients ï‚· Prepared a Policy Contract Issuance manual for the department ï‚· Issuance of renewal letters to clients ï‚· Handle complete system data administration for Bahrain, Oman, Qatar and Kuwait ï‚· Screening and input of insureds into the system records. Maintenance of records on the system. ï‚· Underwrite insureds with health risk conditions. Attained underwriting authority for Standard & Substandard cases up to US$ 25, 000. ï‚· Prepare Premium billings to be issued to the clients. ï‚· Handling receipt of premium cheques. ï‚· Prepare various periodic reports for accounting reconciliation. ï‚· Attend to inquiries from clients. April 2006 • June 2006 Senior Cargo Pricing Assistant (Temporary Position) Administrative Responsibilities ï‚· Print out Pricing Sheets on a daily basis. ï‚· Double check all the rates quoted by the agents around the world on the Pricing Sheets. ï‚· Correct the system where the wrong rates have been quoted, and send the updated sheets to the Accounts. ï‚· General filing of correspondences. Qualifications 1988 St Mary’s Central Residential School, Kerala, India ï‚· All India Senior Secondary School Examination (CBSE Board) Successfully completed Secretarial courses in Dubai. Very well versed with MS Windows packages • MS Word, MS Excel, MS PowerPoint and Lotus 123 Rel.4. Interests Reading, Gardening, Music.

PA & Paraplanner

Money-Penny, Positive PA & Parplanning Solutions provides a bespoke, made to ...measure service to support IFAâ��s with their individual day to day business needs and requirements. If you, as an IFA,... are feeling restricted by the ever increasing compliance and administrative burden which goes hand in hand with all financial service business, why not let Money-Penny take this pain and manage the associated distractions for you? You will benefit from a professional, efficient and personal service without the ties of permanent employment contracts. Perhaps you need assistance reviewing your existing client base and maximising opportunities with them? Almost certainly your time would have greater value if you could entrust someone competent with your back office work allowing you to focus on generating and attending more client meetings plus networking with Solicitors and Accountants for example? Take a positive business minded approach, instruct Money-Penny to assist you, and your business can only prosper. Free yourself from the desk and stick to what you do best. You really canâ��t lose. Service Elements include: â�’¢ Data Collection â�’¢ Technical Research â�’¢ Report preparation â�’¢ Discussing case viability with providers / lenders â�’¢ Completion of Applications â�’¢ Business Submissions to providers â�’¢ Diary Management â�’¢ True Potential File Construction, fact find completion & Submission â�’¢ Suitability Letter Composition â�’¢ Case progression including updates to clients and Adviser â�’¢ Creation of Client Review Systems â�’¢ Marketing Campaigns â�’¢ Client and Provider Fee Chasing The above list is not exhaustive. Gemma Cox, founder of Money-Penny will be pleased to discuss your individual business needs with you and agree a service package to suit your individual requirements.
Skills: Customer Service | English | Management Skills | MS... Excel | MS Power Point | Office Management | Organizational Behavior | Public Relations Skill | Sage Line 50 | Sales/ Marketing letters | Technical Writing Skills | Training

Financial Services Support, administration and research

I am a highly motivated and committed individual with recent IFA competence status looking for a new challenge within Financial... Services due to a change in my circumstances. I have extensive experience within this area, including products, sales, relationship manager, group pensions/risk and compliance. With mortgage experience and paraplanning along with sales support. Having worked in the industry for nearly 18 years. I am currently studing for my CII Diploma, having already got full FPC 1, 2, &3, CeMap and J01, (personaltaxation). I am a positive thinker and well organised, with excellent telephone and keyboard skills. I thrive on being busy, high workloads and targets, whilst maintaining a good sense of humour. I love speaking with people and building relationships.
Skills: Account manager | Customer Service | Face to... face selling | Project Management | Relationship building | Sales/ Marketing letters

Compliance Administrator

I am an experienced financial services professional with extensive experience in compliance and sales support. I have experience of a wide range of ...products and types of company, and of dealing with the regulations of several regulators. I have worked for two IFA... networks, a life and pensions provider and a loan and mortgage broker. My product experience includes pensions, investments, mortgages, loans, general and life insurance. I hold full FPC, CeMAP and several other financial services industry qualifications. I also have excellent data analysis experience. Collection, analysis and reporting of data was one of the key parts of my role at Loan Options, and I was involved exclusively in data analysis at Lovelane. My role at Zephus was 100 per cent research-based, and I have experience of research using the internet, telephone and trade press from working at Loan Options. I have worked extensively as a Press Officer in a voluntary capacity. I have written numerous press releases, newsletters and other items, and I have liaised extensively with local media.
Skills: Blogging | Copy Writing | French | Managing People | ... MS Excel | MS Power Point | MS Word | Project Management | Training