Job Information

Our Client is a successful firm of Financial Advisors who require an experienced IFA Client Services Administrator.

Skills Required:

Basic knowledge of all products and funds falling within area of responsibility

- Ability to build relationships with consultants and ensure an effective relationship is maintained

- 2 years previous experience of working for an IFA
- CF1

Duties:

• Providing an efficient new business processing service for sales consultants, completing trades/fund switches and liaising with product providers and ensuring that new business is set up correctly
• Providing administration support in relation to valuations, transfer of servicing and client reviews to allow sales consultants to conduct efficient client meetings
• Providing an effective link between the client and the consultant ensuring that both are kept up to date with all matters relating to their financial affairs
• Ensuring that all client information is stored on the relevant system and it is updated accurately and timely checking that all compliance requirements are met
• Preparing invoices for work completed for clients
• Issuing original policy documents to clients where appropriate and checking that copy documents / contract notes are issued within the agreed turnaround timescale ensuring they are accurate and reflect the requirements of the client



• Provide post meeting administration support to consultants ensuring that all work is completed within agreed timescales