IFA Sales Support Administrator

Financial Services Administrator

We are recruiting for this highly regarded independent financial planning organisation who are looking for an administrator to join the team.

Key Attributes:

• An excellent telephone manner and customer service skills.
• The ability to work in a structured and planned manner especially when under pressure to meet deadlines.
• Good keyboard skills required and PC literate with a sound understanding of Microsoft Word and basic familiarity with Microsoft Excel.
• Being able to work in a team and also unsupervised to high standards.

Tasks and responsibilities

• Carrying out admin tasks in support of the sales process and client review process.
• Communicating effectively with clients by letter, e-mail and telephone regarding their business
• Shows initiative and judgement when administering work.
• Is organised and prioritises work well.
• A good understanding of the sales process and client review process.
• Ability to use back office systems such as Intelliflo and to maintain the client records on them.
• Understanding how investment platforms work and how to read fund valuations in client portfolios.
• Maintaining client files and record keeping to a good quality.
• Understanding the compliance issues, guidance, manual,...