Ifa Sales Support Administrator
1 month ago
Based in Wimbledon, SW London
An experienced IFA Admin/Client Support Executive to provide proactive and efficient administration support to Wealth Planners. The Client Support Executive role is key in providing full administrative support directly to new and existing clients, alignedto Wealth Planners and Para-Planners within the team, ensuring that all new business documentation is accurate and processed in line with agreed service standards.
**The role**:
- To train, develop and grow into experienced Wealth Planning Client Service Executive.
- To fully understand the role and the expectations of the role from both an in-house and a regulatory perspective.
- Obtain and understand information and quotations required by Wealth Planners/Para-Planners to enable them to research the client’s needs prior to recommendations, as and when required.
- Learn to process new business from submission to completion in adherence to the service standards and operational Wealth Planning procedures and activity management.
- Learn to process and understand all the key servicing elements in support of our client’s needs and objects. Surrenders, Withdrawals & Income payments as an example.
- Understand and follow compliant record keeping in the electronic folders and within Intelligent Office and Folio as appropriate.
The role offers an extremely impressive package inc 26 days holiday, hybrid working, bonus and one of the best pensions in the market.
Interviews are available immediately.
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