IFA Administrator/IFA sales support

Posted 8 August by Coast Specialist Recruitment Easy Apply

A respected IFA Wealth Manager are currently looking for a senior administrator to join there team.

The Role

  • To support, develop and maintain the administration function of Financial Services department.
  • To comply with the Financial Services and Markets Act 2000 and the relevant FCA rules at all times
  • Comply with the relevant compliance, TCF, T&C and financial crime procedures of the firm at all times

Main Role Responsibilities

  • To design, develop and maintain adequate and accurate records, including appropriate databases, electronic or paper files.
  • To prepare illustrations and application packs.
  • To submit new business via an investment platform and product providers.
  • To organise monthly client review meetings and prepare client review packs, including valuations and investment performance reports.
  • To administer investment portfolios including rebalancing and fund switching.
  • To ensure all relevant files are maintained accurately, are compliant and are up to date.
  • To create and produce letters, reports and invoices as required or directed.
  • To develop and manage spreadsheets and other statistical records
  • To act as a financial services liaison for product providers in respect of new business processing and existing policy enquiries.
  • To liaise with clients in respect of any non-advice issues ensuring internal business standards are met in all aspects of contact.
  • To provide regular management information on all Financial Services activity including reports as requested by management.
  • To reconcile provider commission and fee statements with client fee/plan expectations - both daily and monthly.
  • To carry out routine duties such as photocopying, faxing, scanning and filing.
  • To assist with arrangements for client meetings and training, including preparation of materials, rooms, and provision of refreshments for both staff and clients.
  • To continually look at ways of improving Financial Services procedures, processes and systems.
  • To adhere to the Company Health and Safety policies and procedures.
  • To be proactive regarding own Continuing Professional Development (CPD).
  • To carry out any other relevant duties as required.

Experience Required

  • Experience of providing administration support in a Financial Services environment.
  • Experience of using computer based management systems, back office
  • software (Intelligent Office) and wrap platform (Standard Life) would be an advantage.

Skills Required

  • Literacy and numeracy skills
  • Computer literate
  • Organisational skills

Required skills

  • Financial Planning
  • Financial Services
  • Investments
  • Pension Administration
  • Sales Support

Reference: 33814408

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