Client Support/ Ifa Administrator
1 week ago
**excellent Bonus, hybrid working & study support**
**Overview**
Are you a Client Support Administrator with experience gained within Wealth management/Financial Planning looking to join a happy, fun-loving team where they invest in their people, and you are encouraged to bring your ideas forward? My client, establishedover two decades ago, are experienced Independent Financial Advisors and Wealth Managers who work together to deliver the highest standard of service to the Clients’ and their ongoing requirements. With an excellent starting package, you will be awarded witha great bonus and the opportunity to work on a hybrid basis.
**About the role**
The business strives to provide a first-class service so as Client Support Administrator you will be required to place a strong focus on supporting your complete Clients’ needs as well as your dedicated Financial Advisor. Tasks will include
- Onboarding Clients -being first point of contact for all non-technical queries
- Maintaining all administration systems
- Arrange client meetings, preparing files and documents, gathering background information
- Issuing recommendation reports to clients
- Processing and monitoring of all new business
- Managing pipeline activity
- Providing regular progress updates to both client and adviser
- Ensuring that financial transactions are completed correctly
- Ensure compliance
- Maintain the CRM system
- Monitor and progress cases through to issue
- Liaising with 3rd Parties
- Issuing policy documents.
- Recording commission/fees due, outstanding, and paid.
- Process investment trades on platforms
- Liaising with paraplanning and operations teams to assist with any queries
**About you**
As this is a client focussed you will be required to demonstrate the following attributes
- A minimum of 2 c years in a similar IFA Admin/Adviser Admin support role
- Professional, polite individual who thrives and enjoys providing a 1st class service to Clients
- Strong communication skills, both verbal and written
- Self-motivational skills
- Great organisational skills
**To summarise
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