Job Description
Purpose of the role
To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management.
Skills and knowledge required:
* Deal with telephone, email enquiries.
* Assisting with onsite meetings.
* Maintain filing systems/client files. Scanning and indexing documents and emails to Virtual Cabinet.
* Preparing meeting packs for with relevant forms for client meetings.
* Updating stocks of compliance forms for use, as and when required.
* Submitting new business, as and when required;
* Processing new business applications, tracking and managing new business pipeline.
* Setting up model portfolios.
* Investing funds, switching funds, setting up regular buys/sells
* Preparing Valuations/Review Packs, as and when required;
* Liaising with Product Providers via telephone, email and online portals to obtain plan information.
* carrying out post review rebalances of portfolios, as and when required.
* Maintain a client database/CRM system (Curo).
* Assisting Paraplanning Team, as and when required.
Skills required:
* Good written and oral communication skills.
* Good methodical and organisational skills.
* Accurate with good attention to detail.
* Knowledge of the following applications/software packages: MS Office - Word, Excel, Outlook.
* Knowledge of Microsoft Dynamics and Virtual Cabinet preferred but not essential.
This is an excellent opportunity to work closely with the directors of a small and well regarded IFA practice and have a key role in driving the business forwards.