Reed Financial Services are working with a well-established IFA business who seek a IFA Client Support for either their Exeter or Bath office.
You would join a team of administrators so a wealth of knowledge in the team and a friendly working environment, my client can offer hybrid working up to 2 days at home after training/onboarding period.
Summary - To provide administration support to the Planner and Technical Support team. To promote the Company in a good light. Remain customer service focussed at all times and always ensure empathy with our customer's needs.
Main responsibilities:
- To have a thorough understanding of the sales process, client file requirements and FCA requirements.
- To deliver what clients perceive to be a personalised and high quality service.
- To familiarise yourself with each clients circumstances, objectives and timescales in order to provide a personalised service.
- Obtain information from providers on clients existing financial arrangements and prepare client valuations.
- Input all client information and history into the back office system.
- Collate all documentation and ensure that the New Business pack is complete prior to submitting applications to providers.
- To effectively manage and look after an individual ongoing case list to include new business cases and ensure own tasks are completed accurately and efficiently.
- Be a point of contact for client queries.
- Deal with client and provider correspondence.
- Ensure that the client file is compliant.
- Prepare review packs ahead of client meetings.
- To follow Company and FCA procedures at all times.
- Undertake other such administration duties on a day-to-day basis as requested.
Experience/skills required.
If you have administration skills within an IFA/Wealth management/financial services
Person Specification:
Excellent written and oral communication skills
Excellent organisational, time management skills
Meticulous attention to detail
Salary
- Up to £32,000 depending on experience.
Bonus
- Discretionary annual bonus with opportunity to earn up to 5% of basic salary, based on Company performance
Benefits
- Pension: Employer contribution of 5% with salary sacrifice for Employee contributions.
- 25 days annual leave (plus Bank Holidays) with opportunity to buy or sell a further 5 days
- Group Life cover: x4 salary
Hybrid working
- Opportunity to work from home (after probation pass) and the office