My Client : A regional based Accountancy firm with a successful IFA Arm based in the heart of Bath
Position: Client Relations & Operations Support
Main purpose of Job:
To support the Client Relations Manager and the Directors/IFAs in delivering agreed business objectives through the undertaking of administrative responsibilities. Also to provide operational support functions for the firm.
Specific Duties & Responsibilities
To support the Directors/IFA in building & developing effective and profitable working relationships with clients. Always providing excellent customer service and keeping the client informed at each step of the advice process.
To support the Client Relations Manager in delivering an efficient and flexible service aiming for the highest quality standards.
To make client appointments only if director/IFA unavailable to do so themselves.
Prepare directors/IFA for client meetings in a timely manner – pack to be provided with a typed-up Fact Find, Powerpoint presentation and regulatory documents if necessary.
Setting up of all new clients on the Standard Life Platform and IRESS/Adviser Office, XPlan, or Intelliflo (Intelligent Office),including setting up online access. Ensuring necessary Money Laundering checks are completed and all internal compliance documents are received and recorded in a timely manner.
Processing of all new business from initial proposal to policy documentation stage in accordance with company set timescales and service levels. Keeping the client up to date until completion via the portal, telephone or email – post to be used as a last resort in all communications with clients.
Control and prioritise all work through proper use of the activity system, under the supervision of the Client Relations Manager.
Ensure client records on IRESS/Adviser Office and Platform are up to date 100% of the time and provide accurate and timely valuations when required.
Scanning and saving correspondence electronically into IRESS via Virtual Cabinet on day of receipt.
Specific platform tasks – Sending LOAs and chasing the required paperwork in a timely manner, processing withdrawals, setting up regular contributions, changing/starting income, moving funds from personal portfolio to ISA/SIPP, fund switches and rebalancing of investment portfolios when necessary, checking CGT allowances by running CGT reports, monitoring cash balances and ensuring adviser charges are set up and paid.
Effectively handle all inbound and outbound calls dealing with all new business and servicing items only. Any client call related to advice or opinion must be transferred to a director/IFA. All technical issues (client or provider) to be dealt with by directors or IFA/technical support.
Basic Qualifications and Skills:
Proven IFA Admin support experience
Exposure using IRESS/Adviser Office, XPlan, or Intelliflo (Intelligent Office) and Standard Life Platform
Minimum of GCSE (equivalent) English Language and Maths, ideally “A” level or above.
Working towards minimum Cert PFS or Financial Administrator qualification.
Excellent verbal, written, communication, customer service and organisation skills
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