IFA Sales Support Administrator (Shropshire)

Reference:
VAC-133
Sector:
Wealth Management
Salary:
£18,000 to £27,000 Per Annum
Town/City:
Shropshire
Contract Type:
Permanent

Our client is a well established regional wealth management firm seeking to take on an IFA sales support administrator to provide administration support to senior advisers and paraplanners.

Responsibilities:

·         To provide efficient administrative support to a number of IFAs

·         Preparation of correspondence including letters and emails

·         To be a point of contact for clients, life offices and members of the business

·         Maintain administration systems (Iress) and ensure client data is accurate and up to date

·         Maintain Iress diary management system with daily workflow

·         Assist with the management of the IFAs’ pipeline and portfolio of existing business

·         Ensure appropriate documentation is scanned and attached to the relevant Client via Iress

·         Ensure new business files are compliant with FCA and Company guidelines – liaise with the ompliance Team where necessary

·         Prepare and format reports in line with Company guidelines

·         Prepare new business packs for IFA client meetings

·         Deliver research when requested using Iress exchange for protection and annuity products

·         Obtain illustrations for products from Life Offices either on-line or over the telephone

·         Any other reasonable request made by a Director/Manager of the business

·         Prepare  O&M profiler comparisons

·         Prepare Exchange comparisons

·         Obtain illustrations for various product

 Requirements:

·         Knowledge of financial services products and IFA systems particularly Intelligent Office is advantageous.

·         Effective organisational and planning skills

·         Able to work to deadlines

·         Experienced using Microsoft Word and Excel

·         Delivery focused, with a drive for quality throughout

·         Excellent interpersonal and communication skills

·         Must have a keen eye for detail

·         Willing to learn and develop

·         Able to work as part of a team or, if required, under own initiative