Sales Support/ IFA Administrator

Fusion Appointments Ltd
19 Dec 2018
18 Jan 2019
Contract Type
Full Time
Our wonderful client is on the lookout for a Sales Support/ IFA Administrator to join the team. Our client is a well known, established international Wealth Management company that empowers financial institutions to shape their future. This is an exciting time to join the team! Please see below for a full job description.

Job Title: Sales Support/ IFA Administrator

Reporting To: Director

Responsibility for Others: None

Location: Brighton

Hours of Work Monday to Friday 9.00am to 5.00pm

Overall Purpose of the Role:

To provide administration support for Chartered Financial Advisers. The role will include processing applications, servicing clients and supporting IFAs.

Key Activities & Responsibilities:

* Dealing with post, scanning, photocopying, filing and emails
* Taking telephone enquiries and making appointments for advisers
* Receiving visitors
* Set up new contracts & process applications in line with FCA regulations
* Prepare and send letters of authority and obtaining policy information for research
* Input and update client data and manage daily activities on Enable (internal CRM system)
* Prepare business packs for Advisors
* Upload and submit compliance documentation
* Mail Merges e.g. ISA allowance letters / transfer letters to clients joining the company.
* Other general admin duties as and when required

Annual Client Reviews

* Update client valuations
* Inputting risk questionnaires
* General client reports and binding them for presentation
* Diarising annual reviews and making appointments

Qualifications and skills:

* Minimum of 12 months Administration experience within Financial Services
* Experience of using investment platforms for processing business and servicing clients
* Experience of Fact Find and Risk profiles would be advantageous
* R01, FA1, FA2 Qualified, or looking to qualify is an advantage
* Excellent attention to detail, accuracy and organisational skills
* Good telephone manner
* Good excel skills

Personal characteristics:

* Motivated
* Able to use initiative
* Willing to learn
* Team player

Apply now to avoid disappointment

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