Senior IFA Administrator

2019-07-04 13:06:502019-11-05 Coast Specialist Recruitment
Job Type Permanent full-time
Area London, UK
Sector FINANCIAL SERVICES - Sales Support
Salary £30,000 - £35,000
Start Date
Advertiser Karen Halliday
Job Ref keh-13137
Job Views 118
Description
Senior Administrator
London
Overview
Reporting to the Administration Manager, the Administrator will be responsible for providing full advice and support to my client and supporting the Administration Manager and Partner group as appropriate.
Responsibilities
  • Dealing with high net worth clients both over the telephone and in meetings

  • Ensuring client details on the database are maintained and current

  • Obtaining illustrations

  • Submitting & processing new business

  • Obtaining valuations

  • Corresponded with clients using standard letter templates and writing own letters & emails

  • Liaising with insurance companies & investment firms

  • Ensuring all work complies with both regulatory & internal compliance procedures

  • Dealing with high net worth clients both over the telephone and in meetings, the role includes: preparation for client meetings, preparing documents for client reviews

  • Assisting paraplanners with research, report writing and reviewing drawdown pension arrangements

  • Ensuring IO back office system is up to date

  • Working with Paraplanners to provide advice for clients – Hand over sheets

Requirements
The Individual
  • Progress with Certificate in Financial Planning or Diploma in Regulated Financial planning.

  • Commitment to maintain continued professional development

  • Excellent verbal & written communication skills

  • A polite, confident & friendly manner

  • Ability to write clear & concise letters which can easily be understood by clients

  • Ability to work in a timely fashion in order to meet company and client expectations

  • Attention to detail

  • Ability to prioritise work and complete work within specified deadlines

Software
  • Microsoft office package

  • Knowledge of Avelo preferred but not essential

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Telephone: 01372 738020 | info@coastsr.co.uk

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