IFA - Client Service Administrator

2 weeks ago

Hove BN AB, United Kingdom IEP Financial Ltd Full time

Role purpose

The role assists Advisers and Client Relationship Managers in all areas of client administration, ensuring exceptional client outcomes.

The role will support the management of a client portfolios maintaining client records and preparation of annual reviews. The Client Services Administrator will also be the first point of contact for incoming calls within the office.

Responsibilities

Administration

  • Preparing and processing new/existing KYC documentation. Ensuring that all client files are up-to-date, complete, and compliant with regulations.
  • Answering phone calls, emails and ensuring theses are passed on to the appropriate adviser.
  • Scheduling client meetings and managing the Adviser's diary.
  • Maintaining and updating client records in the firm's CRM system, ensuring data accuracy and regular housekeeping of databases
  • Managing a range of ongoing tasks, ensuring deadlines are met, escalating urgent matters when necessary. Keeping advisers updated on the progress of tasks, applications, and client requests.
  • Keeping advisers updated on the progress of tasks, applications, and client requests.
  • Drafting and sending client correspondence, such as policy summaries, statements, or routine follow-up letters.

General Office Support

  • Ensuring the office environment is tidy and welcoming.
  • Greeting clients, when necessary, upon arrival and making them feel comfortable.
  • Assisting with general office duties such as ordering supplies, managing office mail
  • Setting up meeting rooms and supporting team members with ad-hoc administrative tasks.
  • Supporting the coordination of training sessions, team meetings, and events.

Review Preparation

  • Supporting advisers in preparing client review packs and other financial planning documents for completion of the annual review process.
  • Working with Paraplanning to obtain and collate financial data, such as performance reports and portfolio updates

New Business Processing

  • Assisting in processing new business applications and transactions.
  • Assisting in managing and submitting policy changes, updates, and fund switches for existing clients.
  • Communicating with Platform / Product providers to obtain policy information and associated paperwork or resolve issues.

These duties are not to be regarded as exhaustive and you may be required to perform such other and/or additional duties within your skill-set and competence as the company may require.

Please note: Salary will be based on experience and qualifications.

Company Benefits: 25 days holiday + bank holidays plus one wellbeing day per year, company paid eye tests & flu jabs, death in service x3 annual salary, pension is a matched 3% and the offer of salary sacrifice

Currently Working From Home 3 days per week, though during initial training period more time in the office may be required.

Job Types: Full-time, Permanent

Pay: £24,000.00-£25,000.00 per year

Benefits:

  • Company pension
  • Life insurance
  • Work from home

Experience:

  • IFA Administration: 1 year (required)

Work Location: Hybrid remote in Hove BN3 2AB

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