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IFA Administrator, Nottingham (CR-1576)

£16000 - £23000 plus benefits
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.  
  • Team player.
  • Product and market knowledge would be desirable
 

 Benefits Package includes:

  • Pension scheme 
  • 25 days holiday 
  • Death in Service benefit
  • Private Health Insurance 
Location: 
Nottingham
Employment type: 
Employed (Full Time)
Reference Number: 
CR-1576