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Ifa Client Administrator
4 months ago
The role is office based initially 100% and after around 6 months they may allow up to 2 remote days only.The Job purpose is to provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction throughdirect contact with clients, and other operational colleagues, while adhering to regulatory standards.
Key Responsibilities
- To work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcomes.
- To build relationships with clients and maintain regular contact.
- Maintain back-office systems and client records in line with the company policies.
- Request policy information from third party policy providers if applicable.
- Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data
changes, where applicable.
- Preparation of meeting packs and valuations (as required)
- Assist investment managers in the preparation of new business pitches and presentations (IM admin only).
- Deal with cash transfers, foreign exchange transactions and monitoring of account balances for clients (IM admin only).
- Process all business in accordance with required processes & proactive pipeline management, to include establishing new
accounts on internal systems and collating AML documentation as required.
- Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls.
- To encourage client, use of portal and other digital tools, provide guidance where required.
- To collaborate and share best practices with colleagues.
Key Skills and Experience
- Proven experience working in the financial services industry-ideally 2 to 5 years’ experience.
- A strong ethic of client service.
- Ability to work under pressure and to prioritise work.
- Excellent communication skills both written and verbal, influencing and organisational skills.
- Ability to use judgement and reasoning to propose solutions to problems.
Professional Qualifications and Education
- Excellent standard of education, ideally degree qualified but not essential.
- Interested in further development through additional qualifications
YOU MUST HAVE THE SKILLS IN FINANICAL PLANNING ADMINISTRATION AS OUTLINED IN ORDER TO APPLY.THE SALARY AND BENEFITS ARE EXCELLENT.
