IFA Client Support Administrator

Expiring today

Ibell Recruitment & Staffing Ltd
£25000 - £27000/annum Pension, life assurance, 25 days
23 Jul 2017
22 Aug 2017
Contract Type
Full Time
This rapidly expanding firm of IFAs is looking for an experienced Client Support Administrator from an IFA background to support the Investment and Pensions team.

Based at the Kettering Office you will be the primary contact for the Investment Advisors and report to the Office Manager / Managing Director. You will be tasked with providing a professional level of administrative support to the team of Investment Advisors, including the Managing Director’s clients.

Under supervision of the Office Manager you will take responsibility for office administration, communicating protocols to colleagues and ensuring that the administrative side of the business is compliant with ll FCA Regulations, and runs smoothly. You will also be processing new business for clients, ensuring that any relevant compliance checks are made at relevant times and flag up any issues of concern to the Advisor as soon as practicable.

Key Duties

• Open and distribute the post (stamp dating if necessary) and scanning it on the database on a daily basis.
• Take delivery of courier and Royal Mail parcels as they arrive, and distribute accordingly.
• Ensure that supplies of blank forms required by Advisors are kept well stocked and up to date, and reordering any items as necessary.
• Filing on a regular basis for Advisors or the MD or where necessary
• Answering the phone and taking messages
• Answering the door and greeting any visitors to the building, making sure that all visitors comply with our H and S guidelines (signing in procedure)
• Answering the door and greeting any visitors to the building, making sure that all visitors comply with our H and S guidelines (signing in procedure)
• Stamp and be responsible for the Royal Mail post and any courier items at the end of the day (this may be hand to the Postman who calls to collect Royal Mail, courier companies, or take the post to the nearest Post Office)
• Prepare paperwork for new client meetings, ensuring that all deadlines set are met.
• Keeping the company database up to date, ensuring that all tasks on the system are reviewed daily (and allocated to the relevant colleagues if necessary).
• Preparing valuations for client meetings from the database and providers.
• Sending letters of authorities to providers, chasing the information and then collating for the Advisor.
• Communicate with colleagues on compliance matters as they arise, and highlighting any areas of specific interest.
• Carry out Ad Hoc project and administrative work as requested by the MD or Office Manager
• Act as administrative lead on Auto Enrolment process (reporting to the Business Development Manager and Office Manager as necessary)
• Provide direct support to the Managing Director in relation to her clients.
• Manage the Task List in respect of the MD's clients.

This is a fantastic career opportunity for someone who has previously worked with IFAs supporting them in an Administrative capacity with experience matching the above duties. This is a permanent role paying £25,000 - £27,000 depending on experience plus benefits including 24 days holiday, death in Service Benefit, Pensions scheme and free parking