IFA Administrator/Sales Support

2019-04-29 12:10:002019-08-31 Coast Specialist Recruitment
Job Type Permanent full-time
Location Ilford
Area Essex, UKLondon, UK Ilford
Sector FINANCIAL SERVICES - Sales Support
Salary £20 - 23,000 pa
Start Date
Advertiser John Heffernan
Telephone 01702713739
Job Ref JL3004
Job Views 172

A long established, highly successful IFA/Wealth Planner with a considerable Private client bank is keen to appoint an experienced IFA support administrator ( They will also consider a Trainee).

  • Provide friendly and professional point of contact for clients and enquiries (by phone, email and in person)
  • Prepare client documentation in advance of and following client meetings (as per business processes)
  • Manage client service needs and client expectations to ensure client satisfaction
  • Liaise with other team members on work progress per client account and keep clients informed (as per business process)
  • Liaise with clients on any administration queries they may have
  • Assist in client meetings when required
  • Ensure that relevant service components (as per client agreement) are delivered throughout the year in a timely manner
  • Open and maintain client files to the required compliance standards
  • Ensure action points resulting from client meetings get diarised and dealt with 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
  • The role is available immediately with a flexible salary AAE.
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