Senior Ifa Administrator

3 days ago


Fareham, United Kingdom Appointed ltd Full time

**Whole of market financial planning practice with a longterm client bank built of the back of teams exceptional, professional and caring services provided are recruiting within their close knit team based in Fareham.**

As the Head Client Relationship Manager you have a extremely important part to play overseeing and managing the Client Relationship Managers to ensure clients receive a 5* informative and efficient level of service. You are a technical point of contact forthe company and provide administrative support co-ordinating and organising between Client, Financial Planner and Paraplanning.

In return you will receive a salary of upto £32k + a strong benefits package including Profit Share Bonus Scheme and PMI.

This is a majority office based role, with 1 day homeworking a week.

**Duties such as**:

- Manage and support the Client Relationship Managers, including one to ones monthly one to ones for Client Relationship Managers
- Manage the team and their workload to achieve and set business goals.
- Coordinate training for CRMs as per their career plans
- Check accuracy and completeness of new business documentation,
- Liaise with providers for post business submission
- Organise client review meetings as per Annual Review Process
- Prepare paperwork required for the reviews as per Annual Review Process
- Support Financial Planners in the delivery of reviews, produce and issue Annual Review Suitability Letter in line with Annual Review process and timescales
- Meeting and greeting clients and other business visitors
- Send Letters of Authority to providers as per business process
- Ensure Money Laundering Checks are completed according to company standards
- Provide a friendly and professional point of contact for clients and enquiries
- Organise existing and prospective client meetings and actively manage Financial Planners / Boardroom diary
- Prepare client documentation in advance of and following client meetings
- Manage client service needs and client expectations for outstanding client satisfaction
- Produce portfolio valuations accurately
- Produce Top up and Withdrawal Letters



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