Advisor Support

Posted 5 days ago by REED Insurance
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My Client - Are a regional based IFA firm based on the outskirts of Portishead, who have a unique opportunity for a experienced Advisor Support professional to join their team.

The successful candidate must be able to manage and co-ordinate many client transactions, demonstrating diligence and focus, with a strong ability to prioritise and manage client expectations.

In return - a competitive salary upto £30,000 and unrivalled benefit/bonus can be offered with genuine career progression and professional exam support.

Duties/ responsibilities
• Ensuring all client data and work requests are entered in CRM and maintained timely and accurately with a focus on “right first time, every time”.
• Ensure visibility of pipeline progression through to completion.
• Ensuring all client facing communications and documentation are recorded and issued professionally, accurately and timely.
• Pro-actively embed the company’s TCS culture through your day to day conduct and help promote this throughout the business.
• Demonstrate a willingness and desire to embrace change and drive forward any agreed developments.
• Actively manage your own personal development to keep on top of industry changes.
• Approach your work with a positive attitude; ensuring any challenges are viewed constructively and professionally.
• Ensuring financial transactions are accurately completed and recorded within CRM in line with company procedures.
• Operate at all times within the rules and guidelines of relevant regulatory bodies as documented in the company’s Compliance handbook.
• Actively participate in departmental projects as required by line management and provide necessary updates/progress reports when required.
• Maintain a strong customer focus throughout in order to ensure positive client outcomes.
• Liaise with the Senior Administrators and line-managers to pro-actively achieve accreditation in relevant tasks and processes.
• Effectively manage client (internal & external) expectations through all processes.
• Take pride in ensuring all deadlines are met.
• Approach internal relationships with advisers in a mature and professional manner.

Skills, Experience and qualifcations required
• Financial Services / Financial Planning qualifcations is preferred
• Experience in a customer services and client care environment
• Experience in a pensions administration role; ideally in an advisory firm.
• Active understanding of regulatory and business requirements
• Ability to work within defined business processes and deadlines
• Ability to achieve agreed outcomes without constant supervision
• Ability to prioritise effectively, multi-task, and plan workloads
• Be detailed and accurate first time every time
• Flexible and adaptable to change
• Excellent standard of verbal communication, report writing and written communication
• Understand how to act within the limits of their authority and know when to refer issues to line management as appropriate
• Ability to work independently and as part of a team
• Ability to deal with high-pressure situations in a calm, professional and focused manner
• Proficient user of I.T. systems and software
• Keen eye and attention to detail

Reed Specialist Recruitment Limited is an employment agency and employment business

Application questions

Do you have relevant IFA Admin support experience?
Do you have pensions knowledge within an IFA environment?
Can you work in Pill?

Reference: 35580826

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