We are recruiting for a well-regarded financial planner in Amersham who is seeking an experienced IFA Sales Support Administrator to join their team. The role involves a mix of administration and paraplanning, requiring a high level of analytical skills.
Experience required:
* A minimum of two years of experience in a financial planning services administration role.
* Strong IT skills.
* IHT experience.
* Excellent attention to detail.
* Good communication and interpersonal skills.
* Ability to work under pressure and with minimal supervision.
* Data analysis skills.
* Highly organized, methodical, and disciplined with a keen eye for detail.
* Ability to work within defined business processes.
This is an excellent opportunity to develop your career with a progressive employer committed to career progression.
Core Duties and Responsibilities:
* Handle client and third-party queries effectively through clear communication.
* Record all client communications, whether written, oral, or electronic, on the client's file in accordance with company policy, using clear and intelligible English.
* Gather and verify client information and data, ensuring all compliance documentation is complete and accurate, in line with 'know your client' principles and company policy.
* Collaborate with the Financial Adviser to discuss client objectives and gather necessary information to compile financial reports.
* Liaise with product providers and third parties to obtain additional information needed to assess client needs and develop recommendations.
* Assist in identifying planning opportunities and sourcing suitable solutions, including assisting with tax calculations when necessary.
* Obtain quotes, illustrations, and product details, and prepare comparisons for analysis.
* Draft suitability letters and reports for approval by the Financial Adviser, preparing necessary documentation for client review and signature.
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