Sales Support Administrator

3 weeks ago


HenleyonThames, United Kingdom Blakemore Recruitment Full time

Role - IFA Sales Support Administrator

Salary - up-to £35,000

Location - Henley-On-Thames

Our client has an excellent Sales support administrator opportunity to work within a close-knit, busy and successful team.

The purpose of the role is to provide exceptional quality technical and general administrative support a busy and successful team. This is a demanding role assisting the Advisors in delivering an outstanding holistic financial planning service to new andexisting High Net Worth clients, often with high expectations and complex planning needs.

The role will suit a confident and experienced IFA administrator who enjoys working autonomously in a driven and high-performing client team.

Duties;
- Organise and diarise meetings on behalf of the Private Client Advisors
- Work with the Private Client Advisors to prioritise tasks
- Provide agendas and information requests prior to client meetings, if required
- Assist with the production of management information, as required by central teams
- Assist with general administration as required e.g. ad-hoc scanning and filing
- Use appropriate systems and processes to submit new business to providers
- Assist with the preparation of meeting packs for client meetings and Annual Suitability Reviews
- Produce accurate client portfolio valuations and statements
- Complete and assist with trades and portfolio rebalancing, as required
- Assist with cash management control on client accounts (bonds, SIPPs, etc)
- Close plans correctly in a timely manner and ensure income expectations are settled, if relevant
- Schedule and manage follow up tasks relating to client meetings and business submissions to monitor and accurately record tasks
- Ensure all client information (including meeting notes) is accurately maintained on internal systems
- Ensure client agreements, including fee schedules, are in place and are signed, documented and saved
- Run client risk tolerances and carry out anti-money laundering checks
- Ensure electronic client files are organised and updated, and easily accessible

**Experience**
- At least 2 years experience in an IFA administration role
- Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection
- Demonstrable experience of delivering client service at the highest level
- Excellent IT skills with a good working knowledge of Excel
- Excellent written and verbal communication skills with a high level of attention to detail
- Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role
- Relevant industry qualifications will be an advantage, but are by no means essential.

This role has some excellent benefits including some flexible working.


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