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