An exciting oppoprtunity to work within an established financial planning practice who are specialists in corporate and private client wealth management.
Purpose:
To support the Adviser Team with preparing them for client meetings and discharging their responsibilities to their existing clients / prospective clients whilst ensuring that our service offering is outstanding.
Main responsibilities:
Maintain effective diary system to ensure clients are offered review meetings at the appropriate time.
Contact clients and book review meetings using diary colour coding system. Confirmation letters/emails to be sent to clients.
Prepare meeting packs for Advisers including valuations and all other relevant documents required on the One Note system.
Monitor / chase for the return of meeting notes uploaded to One Note by Adviser.
Ensure that client meeting notes are recorded on the system, including e-briefings, Curo/CRM's, CRR's, Client ID, service questionnaires, review dates updated, scan notes to system.
Construct appropriate post meeting letter for issue to clients from Adviser notes
Meet & Greet Advisers clients’ when meetings are held onsite. Ensure welcome screen is displayed in reception and guests sign in to the Visitors Book.
Update CFR's onto online system if Adviser does not undertake this duty.
Send off any Letters of Authority bought back from client meetings and record in working spreadsheet ensuring information is chased as required. Keep Adviser updated of progress throughout.
Process change of address requests, updating our systems and notifying the administration centres.
Update systems and administration departments of any Death notifications following the Death Process.
Make adviser aware of documentation received in relation to their clients and provide general support as required.
Act as a point of contact for clients and deal with routine issues/queries.
Client celebration cards and sympathy cards to be arranged as necessary and sent to clients.
Stationery stocks to be maintained within the Pod to ensure all documentation is current, recycling pile to be checked and added back to stationary stocks as appropriate.
Completion of “Confirmation Withdrawal and Rebalance letter”.
About you:
Knowledge and understanding of the business, systems (Analytics, Voyant), procedures and responsibilities to ensure clients receive an outstanding service
Professional and warm telephone manner.
Ability to relate to the pressures on the Adviser Team and ensure an effective and efficient two way relationship.
IFA Administrator
Benefits Package includes:
Similar Jobs