Sales Support/ IFA Administrator

Recruiter
Fusion Appointments Ltd
Location
Brighton
Posted
19 Dec 2018
Closes
18 Jan 2019
Sector
Accountancy
Contract Type
Permanent
Hours
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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