IFA Sales Support (Private Client) - Guildford

Recruiter
Coast Specialist Recruitment
Location
Guildford
Salary
28000.0000
Posted
02 Feb 2017
Closes
02 Mar 2017
Contract Type
Permanent
Hours
Full Time

One of the most renowned names within UK Financial Services are keen to appoint an experienced IFA sales support to join a premier Wealth Management team based in Guildford offices.

The role

  • To provide proactive and efficient administration support to IFA Wealth Planners in providing customer service excellence for new and existing clients.
  • The Client Service Executive role is key in providing full administrative support directly to clients and the Wealth Planners and Para-Planners within the team, ensuring that all new business documentation is accurate and processed in line with agreed service standards.
  • Obtain information and quotations required by Wealth Planners/Para-Planners to enable them to research the client’s needs prior to recommendations, as and when required.
  • Process new business from submission to completion in adherence to the service standards and operational Wealth Planning procedures and activity management.
  • Maintain compliant client records in the office electronic folders and on the current back office system Adviser Office.
  • Scan and save all documents to Adviser Office and T24 in line with agreed file structure.
  • Manage Client Annual Reviews with Wealth Planners ensuring that these are actioned and completed in line with agreed service levels. Set new review date in activity manager for ongoing reviews..
  • Carry out all client administration in line with the Compliance guidance as well as central policies and updates and department standard operating procedures.

Team Duties:

  • To cover for colleagues during holidays, sickness and busy periods (at line managers request).
  • Ensure main duties are carried out fully in an efficient and professional manner.
  • Attends regular team meetings
  • Effectively communicates with Team Leader making them aware of any problems or worries in relation to carrying out own duties.

This is a superb IFA support role with one of the very best names in UK Wealth Planning. Please apply asap !