We are seeking a dedicated IFA Support Admin/PA to join our team. This role involves working closely with a Financial Adviser and other colleagues to deliver high-quality service to our clients. You will be responsible for preparing and maintaining client records and providing support on various client cases. This position is ideal for a well-organised candidate with strong IT skills and a keen interest in the financial services sector
Day-to-Day of the Role:
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Maintain regular contact with clients, scheduling annual reviews and managing the review process.
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Serve as an efficient, friendly, and professional point of contact for clients and providers via phone, email, post, or in person.
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Assist in screening phone calls, enquiries, and requests, handling them appropriately.
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Process letters of authority and liaise with providers to obtain investment valuations, illustrations, and policy information as required.
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Create and maintain client files and enter details onto the back-office database.
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Prepare documents and letters, and ensure all pre-meeting requirements are met, including portfolio valuations, fact find preparation, and compliance support.
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Manage post-meeting administration, ensuring reports are accurate and compliant, and dispatch reports while maintaining the internal back-office system.
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Implement adviser-specific actions resulting from advice given to clients, such as fund switches and new business.
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Handle new business processing and submissions onto external and internal systems, including submission to our Business Quality team.
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Manage and maintain precise records of pipeline and submitted business to update clients and advisers.
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Use diaries and office systems to ensure ongoing financial administration tasks are completed timely.
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Perform general administration and ad hoc tasks as needed.
Required Skills & Qualifications:
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Experience in working within an office environment, or IFA support / financial services administration.
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Strong organisational and IT skills.
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Excellent communication and interpersonal skills.
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Ability to work independently and as part of a team.
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Proactive in keeping up to date with legislative and industry changes.
Benefits:
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Competitive salary and benefits package.
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Opportunities for professional development.
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Supportive team environment
