IFA Administrator/IFA sales support/Client Services Administrator

Coast Specialist Recruitment ,
Chelmsford, Essex
More Details
Job Type: Full-time
Salary: £20,000 per annum

Overview

My client is an Independent Financial Adviser based in Essex now require a Senior IFA Administrator to provide pre and post-sales support to the Financial Advisers. RESPONSIBILITIES Prioritise and allocate work to staff, ensuring completion Support team with administration duties Liaise between FAs and admin staff to ensure timely completion of work Produce monthly valuation lists Produce suitability reports Monitor daily Intelliflo to do list Monitor emails for action and reply Produce letters, tables and charts as required using Microsoft Office programmes Produce comparative quotes for prospective pension transfers and TVAS reports using the O&M system Run comparison quotes using Exchange database Make appointments using diary system Action information requests and produce valuations Effectively use and update the Intelliflo system Scan customer files to system Analyse information from the O & M system Update all relevant filing systems to the specified standard of the business Assist with office house keeping Produce correspondence and filing systems to fully comply with FCA regulations Ensure colleagues are updated with system changes Coach and train staff All related admin and ad hoc work as required WHAT TO EXPECT Relaxed but professional working environment. Car parking available Smart dress code appropriate for office environment Regular support and mentoring Training budget Career development opportunities Experience Use of the on-line data base - Exchange Use of in-house telephone systems Identifying and accessing key relationships Production of suitability reports Collaborative approach to deliver results and provide support Knowledge Knowledge of Intelliflo system would be preferable Up to date general industry knowledge FSA regulations relating to in-house procedures for correspondence and filing systems O & M and Analytics would be preferred Detailed and up to date pension knowledge GDPR knowledge

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