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IFA Sales Support Administrator

Blakemore Recruitment
Posted 2 days ago, valid for a month
Location

London, Greater London EC1R 0WX

Salary

£24,000 - £28,800 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The role involves providing clerical and administrative support to ensure the smooth operation of the firm, specifically assisting Financial Planners with client management.
  • Key responsibilities include handling inquiries, maintaining filing systems, preparing meeting packs, and managing new business applications.
  • Candidates should possess strong written and oral communication skills, along with good organizational abilities and attention to detail.
  • Familiarity with MS Office applications is required, while knowledge of Microsoft Dynamics and Virtual Cabinet is preferred but not essential.
  • The position offers a competitive salary of £25,000 to £30,000 and requires at least 2 years of relevant experience.

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.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.