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Coast Specialist Recruitment
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Windlesham, Surrey
IFA Sales Support Administrator- Widlesham, Surrey £25-£30k
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Job Type: Full-time |
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Salary: £25,000 per annum |
Overview
A Private Client IFA/Wealth Manager with an excellent reputation in UK Financial Services is keen to appoint an experienced IFA Support Administrator for a recently signed off opportunity. The Candidate: An experienced Private Client Support administrator to provide proactive and efficient administration support to Wealth Planners. The role is key to providing full administrative support directly to new and existing clients, aligned to Wealth Planners and Para-Planners within the team, ensuring that all new business documentation is accurate and processed in line with agreed service standards. The Duties: Request and obtain provider information and quotations required by Wealth Planners/Para-Planners to enable them to research the client’s needs prior to recommendations Process new business from submission to completion in adherence to the service standards and operational procedures and activity management Maintain compliant client records using Adviser Office Manage Client Annual Reviews with Wealth Planners ensuring that these are actioned and completed in line with agreed service levels. Set new review date in activity manager for ongoing reviews. Carry out all client administration in line with the Compliance guidance as well as central policies and updates and department standard operating procedures. The Rewards/Package: A competitive basic salary. Bonus Generous Holiday entitlement Study support Industry leading Pension contributions Numerous others Our client is keen to interview immediately for this role. Please apply in confidence.