We are recruiting for a highly regarded IFA practice in Teddington who are looking for an experienced IFA Sales Support Administrator to join the team.
Key responsibilities:
1. Provide comprehensive administrative support to financial planners and advisers
2. Build relationships with a variety of stakeholders
3. Maintain CRM systems, updating information regularly and adhering to all policies
4. Preparation of ad-hoc client meeting packs and valuations
5. Manage client documentation and data, ensuring accuracy and compliance with regulatory requirements
6. Saving documentation to the client files in real time and in accordance with the firm’s process
7. Onboard new clients, following the firm’s onboarding and account maintenance processes
8. Prepare and process client applications, transactions, and paperwork accurately
9. Accurately undertake the implementation of all client advice and instructions
10. Coordinate and schedule client appointments, meetings, and annual reviews
11. Prepare client annual review packs in accordance with the firm’s processes and procedures
12. Liaise with clients, insurance companies, investment providers, platform providers and other stakeholders/third parties
13. Place trades via the firm’s chosen platforms accurately and in a timely manner
14. Analyse and provide data to advisers and clients
15. Produce suitability letters in accordance with adv...