Our client a prestigious and long standing IFA is now looking fro an experienced Client support Administrator to join the growing team.
The Role
- Preparing first meeting packs - as and when required
- Inputting fact find details into our back office system - Intelligent Office (IO)
- Set up clients on IO
- Input case onto IO Input initial fee (commission) onto IO
- Input expectation of future income onto IO
- Obtain illustrations (Exchange or other methods)
- Obtain KFds or KIIds
- Input ATR Questionnaire into Financial Express (FE) - EValue
- Print ATR Report outcome via FE
- Input Lifetime cash forecasting information into via Truth (where relevant)
- Prepare suitability letters for Adviser sign off (using templates or software)
- Obtain & copy Anti Money Laundering documents
- Complete verification form for Adviser signature Pass prepared case to Compliance (using checklist)
- On-Line Processing (where relevant)
- Updating IO on a continual basis with updates/changes/progress on cases using activity manger and other workflow functions
- Chasing business Weekly planning / strategy meeting with Adviser
Skills
- Experience of liaising with providers and knowledge of financial products
- Good communication skills
- Good analytical skills
- Good listening ability
- Good telephone manner
- Good level of IT proficiency including specific Financial Services software used Can do attitude to work
- Being able to work without constant supervision
- Being a Team player Ability to work to times scales