We are recruiting for a highly regarded IFA practice in Teddington who are looking for an experienced IFA Sales Support Administrator to join the team.
Key responsibilities:
- Provide comprehensive administrative support to financial planners and advisers
- Build relationships with a variety of stakeholders
- Maintain CRM systems, updating information regularly and adhering to all policies
- Preparation of ad-hoc client meeting packs and valuations
- Manage client documentation and data, ensuring accuracy and compliance with regulatory requirements
- Saving documentation to the client files in real time and in accordance with the firm's process
- Onboard new clients, following the firm's onboarding and account maintenance processes
- Prepare and process client applications, transactions, and paperwork accurately
- Accurately undertake the implementation of all client advice and instructions
- Coordinate and schedule client appointments, meetings, and annual reviews
- Prepare client annual review packs in accordance with the firm's processes and procedures
- Liaise with clients, insurance companies, investment providers, platform providers and other stakeholders/third parties
- Place trades via the firm's chosen platforms accurately and in a timely manner
- Analyse and provide data to advisers and clients
- Produce suitability letters in accordance with advisers' instructions
- Prepare and maintain reports, spreadsheets, and other documents
- Assist and contribute to the firm's marketing and business development initiatives
- Undertake general office administration tasks as needed
- Follow instructions accurately and in a timely fashion
- Ensure that personal CPD and training is undertaken, recorded and kept up to date
Qualifications and Skills:
- Previous experience in a similar role within the financial services industry, preferably in financial planning or wealth management
- Strong administrative and organisational skills with meticulous attention to detail
- Excellent written and verbal communication skills
- Proficient in Microsoft Office Suite, particularly Word, Excel, and Outlook
- Ability to multitask and work efficiently in a fast-paced environment
- Knowledge of financial planning software and CRM systems is a plus
- Professionalism, integrity, and a strong work ethic
- IT literature: Microsoft Office 365, Word, Excel, PowerPoint, Outlook, CRM systems
- Work effectively as a member of a team
- A positive and engaged attitude with a willingness to learn and develop skills
- Proven record of delivering all work accurately, on time, and to agreed timescales
- Participate in projects, identify areas for continuous improvement and offer solutions
This is an excellent opportunity to further your career in a progressive employer.