IFA Sales Support - Reading

Reed Insurance
18 Mar 2017
17 Apr 2017
Contract Type
Full Time
My client a very successful and well established Wealth Planning IFA practice, is actively looking to recruit askilled Welath Planning Administrator to support the Financial Planners in the business and ensure smooth delivery of an excellent client service to their portfolio of HNW clients.  This is a fantastic role for a skilled Administrator currently working within an IFA practice. 

The main duties will be as follows:-

? Provide friendly and professional point of contact for clients and enquiries (by phone, email and in person)
? Organise existing and prospective client meetings and actively manage Financial Planner's diary and workload
? Prepare client documentation in advance of and following client meetings (as per business processes)
? Manage client service needs and client expectations to ensure client satisfaction
? Liaise with other team members on work progress per client account and keep clients informed (as per business process)
? Liaise with clients on any administration queries they may have
? Assist in client meetings when required
? Ensure that relevant service components (as per client agreement) are delivered throughout the year in a timely manner
? Open and maintain client files to the required compliance standards
? Ensure action points resulting from client meetings get diarised and dealt with
Business Processing
? Check accuracy and completeness of new business documentation
? Ensure that all business applications are processes accurately and efficiently, in a compliant manner to the firms standards
? Ensure all supporting documentation is maintained as per company procedures
? Record fees
? Liaise with product providers to ensure timely and accurate responses to clients (progress chasing)
? Send letters of authority and gather accurate information as per advice process
? Obtain illustrations and application forms
? Produce portfolio valuations
? Ensure fund switches / rebalances are carried out accurately and within company timescales
? Organise client review meetings as per Annual Review Process
? Prepare paperwork required for the reviews as per Annual Review Process
? Support FPs in the delivery of reviews

To be considerd you must be able to demonsrate the following:-

- Previously worked within an IFA Support role
- Currently studying or looking to work towards Financial Planning Examinations

In return our client offers an excellent salary and benefits  package. 

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