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Senior IFA Administrator / Practice Manager

Posted 9 April by Coast Specialist Recruitment Easy Apply Ended

Senior IFA Administrator / Practice Manager

  • Putney, SW London
  • £35,000-£42,000

Purpose Of Job

  • To provide administrative support in all aspects of day-to-day running of the business.

Key Responsibilities & Accountabilities

Business Processing

  • Check accuracy and completeness of new business documentation
  • Ensure that all business applications are processed accurately and efficiently, in a compliant manner to the firms standards
  • Ensure all supporting documentation is maintained as per company procedures
  • Record fees
  • Ensure all work is followed up promptly in line with company standards
  • Liaise with product providers to ensure timely and accurate responses to clients (progress chasing)
  • Send letters of authority and gather accurate information
  • Obtain illustrations and application forms
  • Production of portfolio valuations
  • Ensure fund switches / rebalances are carried out accurately and within company timescales

Client Servicing

  • Provide friendly and professional point of contact for clients and enquiries
  • Create and maintain accurate client records on back office systems, platforms and any other IT systems e.g. cashflow & risk profiler
  • Prepare client documentation and correspondence pre and post meetings as per business processes
  • Ensure action points resulting from client meetings get diarised and dealt with
  • Organise and diarise client meetings
  • Ensure that relevant service standards are delivered throughout the year

Reviews

  • Organise client review meetings as per Annual Review Process
  • Prepare client review documentation as per the Annual Review Process
  • Support FPs in delivery of reviews
  • Assist in implementation of agreed action points

General administration

  • Answering the telephone
  • Ensure back-office systems are kept up-to-date
  • Filter FP’s general information, queries, phone calls and invitations
  • Open, scan, log and allocate incoming post
  • General correspondence
  • Other duties as directed by management

Specification

Essential

  • Microsoft Word, Excel and electronic diary management
  • Knowledge of Financial Services Products
  • Interpersonal skills to develop and maintain client trust and
  • inspire confidence
  • Able to communicate effectively in verbal and written form
  • Highly organised, methodical and disciplined
  • Shows initiative and takes personal responsibility for completing tasks
  • Able to work within defined business processes
  • Adopts a positive attitude, willing to assist others when busy
  • Able to work under pressure on occasions to achieve deadlines
  • Attention to detail
  • Able to achieve agreed outcomes without supervision
  • Able to prioritise and plan workload
  • At least 2 years working within a financial planning environment

Reference: 34855202

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