Purpose of the role
To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management.
Skills and knowledge required:
- Deal with telephone, email enquiries.
- Assisting with onsite meetings.
- Maintain filing systems/client files. Scanning and indexing documents and emails to Virtual Cabinet.
- Preparing meeting packs for with relevant forms for client meetings.
- Updating stocks of compliance forms for use, as and when required.
- Submitting new business, as and when required;
- Processing new business applications, tracking and managing new business pipeline.
- Setting up model portfolios.
- Investing funds, switching funds, setting up regular buys/sells
- Preparing Valuations/Review Packs, as and when required;
- Liaising with Product Providers via telephone, email and online portals to obtain plan information.
- carrying out post review rebalances of portfolios, as and when required.
- Maintain a client database/CRM system (Curo).
- Assisting Paraplanning Team, as and when required.
Skills required:
- Good written and oral communication skills.
- Good methodical and organisational skills.
- Accurate with good attention to detail.
- Knowledge of the following applications/software packages: MS Office - Word, Excel, Outlook.
- Knowledge of Microsoft Dynamics and Virtual Cabinet preferred but not essential.
This is an excellent opportunity to work closely with the directors of a small and well regarded IFA practice and have a key role in driving the business forwards.