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Ifa Administrator

4 months ago

Southampton, United Kingdom Reed Insurance Full time

Our client is looking for an administrator with excellent interpersonal skills to work closely with the Advisers, Business Development Managers (BDMs) and clients in order to work within a regulated framework providing support and administration servicesto the Advisers and BDMs.

**About the job**:

- Relationship building
- Input data from compliance documentation onto internal and external systems.
- Request information from clients, providers and other third parties for the Para Planner/Adviser/BDM to prepare solutions best suited to individual clients' requirements.
- Assisting in the completion of financial planning tools
- Liaising with financial services providers to request, chase and receive detailed updates within different areas of the financial advice process.
- Managing Adviser/BDM diaries
- Liaising with clients to arrange meetings.
- Researching information from various sources, including providers of financial products
- Reviewing and responding to clients changing needs and financial circumstances for the adviser to present on
- Keeping up to date with financial products and legislation
- Producing financial reports when required:

- Deal with and process any existing client ad-hoc requests efficiently.
- Data Input - MS Office, PipeDrive etc.

**Requirement and skills**
- Excellent knowledge of MS Office
- Highly motivated and target driven
- Excellent negotiation, communication and organizational skills
- Knowledge of PipeDrive is an advantage