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 plus benefits. Plus Hybrid working so 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:
Provide general admin support to include:
- Preparing documents including client agreements, letters of authority and other documents.
- Dealing with letters, emails and phone calls.
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.
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 applications forms and new business checklist including checking any AML information.
- Gathering information and putting together client review packs
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