TEMPLEGATE RECRUITMENT
Financial Services Specialist Recruiters
Job Title: IFA Sales Support
Location: Bognor Regis
Salary: Up to £30,000 (based on experience and qualifications)
About the Company:
We are recruiting on behalf of a well-established and highly successful Independent Financial Advisory (IFA) firm that offers comprehensive financial planning and investment advice. They are seeking a professional, detail-oriented individual to provide vital administrative support.
Key Responsibilities:
* Liaising with plan providers to obtain client information, valuations, and documentation.
* Completing, checking, and accurately inputting client details into Intelligent Office (IO) software.
* Maintaining and updating client records to ensure accuracy and compliance.
* Handling the submission and verification of new business applications to providers.
* Preparing, printing, binding, and sending reports, letters, and presentations.
* Managing incoming and outgoing correspondence, including letters, calls, emails, and faxes.
* Scheduling and coordinating meetings, including booking meeting rooms.
* Providing relevant documentation to Paraplanners and Financial Advisers.
* Ensuring adherence to Anti-Money Laundering (AML) regulations, FCA guidelines, Compliance standards, and Data Protection policies.
* Assisting with the preparation of client financial planning reviews.
What We're Looking For:
* P...