We are seeking a dedicated IFA Support Admin/PA to join our team. This role involves working closely with a Financial Adviser and other colleagues to deliver high-quality service to our clients. You will be responsible for preparing and maintaining client records and providing support on various client cases. This position is ideal for a well-organised candidate with strong IT skills and a keen interest in the financial services sector
Day-to-Day of the Role:
Maintain regular contact with clients, scheduling annual reviews and managing the review process.
Serve as an efficient, friendly, and professional point of contact for clients and providers via phone, email, post, or in person.
Assist in screening phone calls, enquiries, and requests, handling them appropriately.
Process letters of authority and liaise with providers to obtain investment valuations, illustrations, and policy information as required.
Create and maintain client files and enter details onto the back-office database.
Prepare documents and letters, and ensure all pre-meeting requirements are met, including portfolio valuations, fact find preparation, and compliance support.
Manage post-meeting administration, ensuring reports are accurate and compliant, and dispatch reports while maintaining the internal back-office system.
Implement adviser-specific actions resulting from advice given to clients, such as fund switches and new business.
Handle new business processing and submissions onto external and internal systems, including submission to our Business Quality team.
Manage and maintain precise records of pipeline and submitted business to update clients and advisers.
Use diaries and office systems to ensure ongoing financial administration tasks are completed timely.
Perform general administration and ad hoc tasks as needed.
Required Skills & Qualifications:
Experience in working within an office environment, or IFA support / financial services administration.
Strong organisational and IT skills.
Excellent communication and interpersonal skills.
Ability to work independently and as part of a team.
Proactive in keeping up to date with legislative and industry changes.
Benefits:
Competitive salary and benefits package.
Opportunities for professional development.
Supportive team environment.
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