Our client is a national independent financial advisory firm specialising in the provision of financial advice to Private and Corporate clients.
The successful candidate will have previous administration experience and experience within an IFA firm is desirable. If you are highly organised, have excellent interpersonal skills and the ability to manage their own workload methodically, then this could be a fantastic opportunity to join an expanding and highly reputable Company.
You will provide administration support to their consultants and para planners, including preparation for client meetings, investment summaries, creating and maintaining client records (using 1st Adviser Office), and processing new business applications. You will help to contribute to the efficiency and high performance of the team, by prioritising and managing your workload, and delivering on time.
Key duties include:
Confirming client appointments by letter & enclosing relevant compliance documents
Preparing meeting packs for client meetings
Preparation of Investment Summaries, ensuring all data is kept up to date and is accurate
Processing client authority letters and obtaining detailed policy information
Updating and maintaining 1st Adviser Office with client personal and policy information
Processing new business applications and following through until completion
Dealing with client and product provider queries
Role requirements:
Previous experience of working within an IFA as an administrator
Excellent organisational skills
Excellent interpersonal skills
Ability to clearly communicate with clients by post, email and telephone
Ability to manage workloads and meet deadlines and service standards
Experience of using 1st Software / maintaining accurate client records
.