IFA sales support/administrator

Recruiter
Coast Specialist Recruitment
Location
Wolverhampton
Salary
18000.0000
Posted
08 Feb 2017
Closes
08 Mar 2017
Contract Type
Permanent
Hours
Full Time

A major Wealth Manager requires a skilled administrator to undertake the role of supporting advisers and clients alike in their goals.

  • Supporting Adviser and Client Support for new business and client servicing. Managing leads with the Client Relationship Management (CRM) system.
  • Accurate and timely data entry on to CRM.
  • Arranging appointments and diary management.
  • Preparing meeting packs for client appointments and ongoing client communication regarding follow-up and review meetings.
  • Call management/ Client contact.
  • Data Collection on client portfolios.
  • Checking new business paperwork, banking cheques, scanning documents.
  • Submission of new business to Platform and Off-Platform administration teams.
  • Managing cash balances and cash movements.
  • Updating static information - change of name, address etc.
  • Preparing valuations.
  • Assisting Advisers with fact find input.

The role offers a comprehensive benefits package and true potential to develop your career.