Reed Financial services are pleased to be representing a Chartered Financial Planner firm based in Newton Abbott. Due to growth and demand, they seek an additional IFA Support Administrator to join their team.
My client can offer a friendly and supportive working environment, provide ongoing support and progression opportunities, plus a competitive salary and benefits. Hybrid working is available, allowing the ability to work from home a few days per week.
Main Purpose:
To provide administrative support to the financial advisers and Directors.
Duties and Key Responsibilities:
1. Provide general admin support to include:
* Preparing documents including client agreements, letters of authority, and other documents.
* Dealing with letters, emails, and phone calls.
1. Managing and maintaining confidential client information to include:
* Opening client files on Office 365 and Intelligent Office.
* Inputting information onto client records.
* Dealing with queries and gathering financial and client information.
* Responsible for new business processing, review preparation, and processing in a timely and efficient manner.
2. Gathering and processing provider information to include:
* Illustration and product quotations and other documents such as Key Features and fund factsheets.
* Dealing with any queries with providers – allocating simple queries to admin, dealing with more complex queries as required.
* Completing relevant application forms and new business checklist including checking any AML information.
* Gathering information and putting together client review packs.
3. General responsibilities:
* Follow company procedures, for example, in relation to data security and client confidentiality.
* Communicate with clients professionally and politely.
* Dealing with tasks for the advisers, allocating to administrators as relevant to ensure that deadlines are met.
* Supervising the day-to-day activities and delegating work to administrators to deliver admin and business production objectives.
Skills and Experience Required:
* Working in a financial services environment for at least 2 years - ideally providing IFA admin support.
* Emails and letter writing experience.
* Accurate input of info onto client records.
* Use of systems such as Office, Intelligent Office back office system.
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