Job Information

Our Client has grown it's reputable IFA firm from 7 - 24 advisors over the last few years and now expanding into more offices requires a Sales Support Administrator working directly for the a managing Partner.
• Producing compliant documents including illustrations, keyfacts and terms and conditions
• Investments (especially Investment wraps)Carrying out and tracking - Updating of portfolios, rebalancing
• Obtaining client instructions in respect of requests
• Platform cash account tracking
• Providing Advisor support : arrange meetings, prepare files and type basic reports
• Answering the telephone
• Research for clients and compliance purposes
• Submitting new business
• Collating information and tracking requests
• Annual reviews : inputting data to produce electronic valuations
• Following up potential new business
• Prepare client and provider letters
• Maintain database and update data where appropriate
• Prepare seminar related documents
• Obtaining investment valuations and producing valuation reports for clients
• Processing and packaging new business
• General office duties

Essential

• IT Skills : word, excel, outlook, typing skills,
• Previous experience working in an IFA environment
• First class administration skills
• Be a team player, use initiative, able and willing to learn new skills
• Investment Wrap experience,
• Pension Administration
• Follow conduct in relation to anti-money laundering, data protection and client confidentiality