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Coast Specialist Recruitment
,
Brighton, East Sussex
IFA Administrator/IFA sales support/Client Services Administrator
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Job Type: Full-time |
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Salary: £15,000 per annum |
Overview
Administrator To provide administration support for Chartered Financial Advisers. Continually provide a high quality service processing of new business and the ongoing servicing of existing clients, continually striving to exceed expectations. Adhering to strict FCA regulations and internal policy and procedure Key Activities & Responsibilities: Dealing with post, scanning, photocopying, filing and emails Taking telephone enquiries and making appointments for advisers Receiving visitors Set up new contracts & process applications in line with FCA regulations Prepare and send letters of authority and obtaining policy information for research Input and update client data and manage daily activities on Enable (internal CRM system) Prepare business packs for Advisors Upload and submit compliance documentation Mail Merges egISA allowance letters / transfer letters to clients joining Aspect8 Other general admin duties as and when required Submitting business Report Packaging Required Skills/Experience: Minimum of 12 months Administration experience within Financial services Experience of Fact Find and Risk profiles would be advantageous R01, FA1, FA2 Qualified, or looking to qualify an advantage Excellent attention to detail, accuracy and organisational skills Good telephone manner Good excel skills Personal Characteristics: Motivated Able to use initiative Willing to learn Team player software packages, such as Microsoft Excel and Word.