Back to search
Reed Financial services are pleased to be representing a Chartered Financial Planner firm based in Newton Abbott. Due to growth and demand they seek an additional IFA Support administrator to join their team.
My client can offer a friendly and supportive working environment, provide ongoing support and progression opportunities plus a competitive salary plus benefits. Plus Hybrid working so ability to work from home a few days per week.
Main purpose:To provide administrative support to the financial advisers and Directors.
Duties and Key Responsibilities:
Provide general admin support to include:• Preparing documents including client agreements, letters of authority and other documents.• Dealing with letters, emails and phone calls.
Managing and maintaining confidential client information to include:• Opening client files on Office 365 and Intelligent Office.• Inputting information onto client records.• Dealing with queries and gathering financial and client information.• Responsible for new business processing, review preparation and processing in a timely and efficient manner.
Gathering and processing provider information to include:• Illustration and product quotations and other documents such as Key Features and fund factsheets• Dealing with any queries with providers – allocating simple queries to admin, dealing with more complex queries as required• Completing relevant applications forms and new business checklist including checking any AML information.• Gathering information and putting together client review packs
General responsibilities• Follow company procedures, for example, in relation to data security and client confidentiality.• Communicate with clients professionally and politely.• Dealing with tasks for the advisers, allocating to administrators as relevant to ensure that deadlines are met.• Supervising the day-to-day activities and delegating work to administrators to deliver admin and business production objectives.
Skills and experience required
• Working in a financial services environment for at least 2 years - ideally providing IFA admin support• Emails and letter writing experience• Accurate input of info onto client records• Use of systems such as Office, Intelligent Office back office system
