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Alliance Pictor Limited
,
Bromsgrove, Worcestershire
IFA Executive Administrators
Overview
Job Description
Our client is a leading UK Wealth Management business that has enjoyed exceptional growth in the past few years they are now seeking an Executive PA Support Administrator DESCRIPTION Position overview: To provide timely and efficient administration support to senior IFA's and the organisational strategy Responsibilities: To provide comprehensive administrative support to a number of senior IFAs The mentoring of an Administrator to assist with workload and adviser requests Preparation of any client correspondence including letters and emails Provide an effective link between the client and advisers ensuring that both are kept up to date with any requests that they may have submitted Maintenance of all administration systems, ensuring all client data is accurate and up to date Maintenance of diary management system, ensuring daily workflow is completed in line with SLA's The management of the IFA's diary including the arrangement of client meetings Ensure appropriate documentation is scanned and attached to client records Write and format suitability reports in accordance with Company guidelines Prepare new business and review packs for IFA client meetings Pre-population of application forms, money laundering, fact finds and other required documentation Obtain research when requested for protection and annuity products Obtain illustrations for all products from providers either on-line or over the telephone Undertake filing, photocopying and scanning duties when required Processing fund switches on all platforms within the company SLA's Ensure that surrender requests are processed using SLA's and compliance guidelines 121 meetings with IFA's where necessary Deal with any post in accordance with SLA's Any other reasonable request made by a Director/Manager of the business Core Competencies: Excellent interpersonal and communication skills that build relationships with internal & external clients Able to use own initiative and takes ownership of any task through to completion Ideally 5 years' experience within a Financial Services Support role A focused individual with a drive for quality and professionalism Effective organisational and time management skills ensuring all deadlines are met Must have knowledge of both Pensions and Investments Experienced using Microsoft Word, Excel & Outlook Experience of using all key financial services platforms, in particular WRAP platforms Committed to take & pass both RO1 and RO5 exams within 12 months Work as part of a shift rota pattern of 8am - 4pm, 9am - 5pm, 10am - 6pm Requirements: Ideally 5 years' experience within a Financial Services Support role A focused individual with a drive for quality and professionalism Must have knowledge of both Pensions and Investments Experienced using Microsoft Word, Excel & Outlook Experience of using all key financial services platforms, in particular WRAP platforms Committed to take & pass both RO1 and RO5 exams within 12 months Work as part of a shift rota pattern of 8am - 4pm, 9am - 5pm, 10am - 6pm THE PACKAGE In return, there is a highly competitive negotiable salary with a first-class benefits package which includes a pension scheme and 30 days holiday (including bank holidays). Save As You Earn scheme. You'll also benefit from being part of a cash plan scheme offering support on your optical and dental costs together with other therapies such as sports massage and complementary therapies. You may also be eligible for private health insurance. Life insurance, an annual bonus as well as bonuses for recommending your friends and family as employees, introducing new clients and for long service. If you need financial advice yourself advisers will be there to help you at no charge and an in-house legal team also provide their support to our people at a sizeable discount. To help you synchronise your work and home life there is the option of compressed working hours so essentially you could have a three-day weekend. There is a childcare voucher scheme. There are also many fun events throughout the year including a legendary Christmas party and a summer barbecue. You can also join complimentary out-of-hours language classes and other activities. Also, if fitness is your thing, you'll get 50% off fitness classes at a local gym.