IFA Administrator

PROFESSIONAL SKILLS & QUALIFICATIONS 2 years’ experience in a Financial Services industry Good secretarial and numeracy skills with high degree of accuracy a pre-requisite Excellent interpersonal and organisational skills Working knowledge of Microsoft Word and Excel packages essential Desirable knowledge of Model Office KEY tASKS ( this list is not exhaustive) Prepare documentation for client appointments / meetings Undertake office duties, such as filing, post, stock and order systems, minute taking Completion of client reports Send prepared investment information / reports to clients Respond to client administrative inquiries, face to face, through telecommunications or letter Develop processes to support paraplanners and Financial advisors Maintain the integrity of ' Model Office’ processes and databases Liaise with providers with necessary and communicate outcomes Assist with the retention and development of client relationships Assist in the identification and development of new clients Evidence CPD