Senior IFA Administrator/sales support

Coast Specialist Recruitment
London, South East England
16 Jun 2017
16 Jul 2017
Contract Type
Full Time

My client is looking for an experienced sales support administrator to join a excellent wealth management company based in London.

The Role

You will work closely within a team to provide a professional, efficient and accurate administration support.

The ability to communicate in a professional and knowledgeable manner both written and oral is important.

A high level of attention to detail is required as well as established IT skills.

Key Skills, Knowledge and Competencies

  • The aptitude to manage conflicting demands in a calm, friendly and non-judgement manner.

  • Able to maintain a positive 'can do’ attitude

  • Ability to work autonomously and within a close knit team

  • Open to change/new ideas

  • Be willing to think outside the box and think in a rapidly growing practice.

  • Able to maintain high levels of attention to detail in a fast-paced office

Duties and responsibilities include (but will not be restricted to):

  • Meeting preparation - drafting agendas / collating reports / excel sheets

  • Meeting Summary letters

  • Client liaison via telephone / email / post

  • Liaising with third party providers for information on client’s existing plans

  • Submitting client applications and preparing suitability letters

  • Arrange encashment and fund switches, as required

  • Monitoring client servicing and administration processes to ensure effective delivery of work

  • Review Protection Indexations and action when applicable.