TFA adviser Glen Belcher is recruiting for a part time Wealth Administrator for the regional TFA Office in Wickam, Hampshire

You will need to demonstrate previous wealth administration support.

1.To work in partnership with Independent Financial Adviser Glen Belcher and Office Manager Andrea Unstead to ensure a seamless service to our clients is provided.

2.To process all new business documentation pertaining to pension, investment, funds and protection, from submission to completion through effective communication with our clients, partner firms and adviser & management.

3.To ensure regulatory and company compliance levels are maintained through use of our back office systems – Intelligent Office.

4.To deliver the reception duties for the Wickam Office including serving visitors at the front desk by greeting, welcoming, directing and announcing them appropriately.

• Requesting policy information from providers.
• Electronic filing of client correspondence and all other relevant documentation at the time of processing
• Obtaining client valuations and updating IO with fund information.
• Diary management, task management and event scheduling for both adviser and yourself.
• Updating and maintaining client details on IO
• Dealing with telephone, email and postal queries from clients and partner firms
• Dealing with transfer of agency novations, letters of authority and chasing fees.
• Preparing client valuations, illustrations and quotations
• Reception duties – shared with all administrators

This is a great opportunity to join a small highly specialist team within an organisation that can offer a modern and contemporary working environment. You will need to have:

• Previous wealth management administration experience gained within the financial services environment
• Excellent IT skills (fully proficient with Microsoft Office and financial services back office systems preferably Intelligent Office)
• A good standard of education
• A methodical systematic and very organised approach and be able to co-ordinate and prioritise workload to meet deadlines.
• Excellent communication and interpersonal skills
• The ability to be flexible and a team player who thrives in a fast-paced working environment
• The ability to multi-task and have an excellent attention to detail

• Competitive Salary depending upon qualifications and experience
• 20 days holiday plus bank holidays
• 24 hours per week over 4 to 5 days
• Personal Pension – Employer 5%, Employee min 3%
• Annual Review and opportunity for training and professional qualifications

To find out whether working with TFA is right for you why not take a look at what our people say by scrolling through the comments above? You can see the advisers and administrators who work for us on Our People page and you can also see what our clients say about the level of service we provide to them by reading their feedack on Feefo which you can navigate to here or from our homepage. You can also check us out on Facebook, Instagram, Twitter and LinkedIn.

We are recruiting for a Mortgage Administrator. Ideally to be based in our Plymouth Office but will consider St Austell, Cornwall also.

You will need to demonstrate previous mortgage administration support.

1.To work in partnership with Independent Mortgage Advisers to ensure a seamless service to our clients is provided.

2.To manage mortgage applications, protection and wealth business from submission to completion through effective communication with our clients, product providers and other industry professionals outside of Tom French & Associates.

3.To ensure regulatory and company compliance levels are maintained through use of our back-office systems.

4.To deliver the reception duties for the St Austell Office including serving visitors at the front desk by greeting, welcoming, directing and announcing them appropriately.

MORTGAGE ADMINISTRATION – 90% of time
1.Mortgage processing system to be kept up to date through tracking and monitoring of each processing stage ensuring New Mortgage Client Task List is completed.
2.Electronic filing of client correspondence and all other relevant documentation at the time of processing the application.
3.Complete post application checks
4. Complete pre application activity as agreed with line manager
5.Diary management, task management and event scheduling for both adviser and you.
6.Management of case files
7. Administrative and data entry tasks using the in-house system (Intelligent Office)

RECEPTION RESPONSIBILITIES 10% of time
8. Serve visitors by greeting, welcoming, directing and announcing them appropriately.
9. Answer, screen and forward any incoming calls while providing basic information when needed.
10. Receive and sort daily mail / deliveries / couriers
11. Maintain security by following procedures and controlling access via the reception desk.
12. Update meeting room calendar
13. Update TFA Office manager with front office supply requirements

This is a great opportunity to join a small highly specialist team within an organisation that can offer a modern and contemporary working environment. You will need to have:

• Previous mortgage administration experience gained within the financial services environment
• Excellent IT skills (fully proficient with Microsoft Office and financial services back office systems preferably Intelligent Office)
• A good standard of education (minimum 9 GCSE’s or equivalents grade A-C)
• A methodical systematic and very organised approach and be able to co-ordinate and prioritise workload to meet deadlines.
• Excellent communication and interpersonal skills
• The ability to be flexible and a team player who thrives in a fast-paced working environment
• The ability to multi-task and have an excellent attention to detail

• Salary £18k to £22,000 depending upon qualifications and experience
• 25 days holiday plus bank holidays
• 35 hours per week
• Life assurance ( 3 times salary)
• Personal Pension – Employer 5%, Employee min 3%
• Annual Review and opportunity for training and professional qualifications

To find out whether we are the right company for you why not take a look at what our people say by scrolling through the comments above? You can see the advisers and administrators who work for us on Our People page and you can also see what our clients say about the level of service we provide to them by reading their feedack on Feefo which you can navigate to here or from our homepage. You can also check us out on Facebook, Instagram, Twitter and LinkedIn.