Ifa Administrator

Reed Financial Services are delighted to be able to represent a well-established Chartered Financial Planning firm in the Taunton area and they seek 2 IFA Support professionals.

This would be a golden opportunity for someone with industry experience looking to utilise their skills and experience and looking to elevate further.

One role is to provide administrative support for the Chairman of the firm and the other to work within a team who support the other firms Financial Planners.

**Responsibilities**:
Client Servicing
- Organise existing and prospective client meetings and actively manage diary and workload, if required.
- Liaise with clients on any administration queries they may have.
- Manage client service needs and client expectations to ensure client satisfaction.
- Ensure action points resulting from client meetings get diarised and dealt with.

Processing of New Business
- Preparation of meeting packs, to include new business for signing up
- Check accuracy and completeness of all documentation
- Requesting required documentation from clients and sending policy documents to clients
- Ordering quotes and requesting policy details for consultants
- Ensure fund switches / rebalances and other trades are carried out accurately and within company timescales.

Client Reviews
- Organise client review meetings as per the ‘Review Process’, if required.
- Preparation of client valuation reports, client review reports and maintaining client files to satisfy compliance requirements
- Ensure follow up letters are sent in a timely manner
- Ensure implementation of agreed actions

Other Duties
- General administrative support including scanning, photocopying, faxing, letter writing and other applicable duties
- Maintenance of client records on the back office system (currently Intelligent Office)
- Uploading file notes to the back office system, following client or company contact
- Submitting and processing surrender requests, death claims etc
- Provide Holiday and Sickness cover for other CRM’s across the group
- Ensure that significant risk issues are referred to the Directors where appropriate
- Make a constructive contribution to the continuing development of the team and group of companies.
- Proactively enhance industry knowledge, through external and internal sources

Knowledge, Skills, Experience
- Demonstrate practical awareness and basic knowledge of retail financial products and current regulatory expectations
- Analytical in solving tasks with a keen attention for detail
- Possess excellent organisational and time management skills with an ability to work under pressure and prioritise
- Deliver effective and positive communication, and demonstrate competent use of IT