IFA Sales Support

Our client a prestigious and long standing IFA is now looking fro an experienced Client support Administrator to join the growing team.

The Role

• Preparing first meeting packs - as and when required
• Inputting fact find details into our back office system - Intelligent Office (IO)
• Set up clients on IO
• Input case onto IO Input initial fee (commission) onto IO
• Input expectation of future income onto IO
• Obtain illustrations (Exchange or other methods)
• Obtain KFds or KIIds
• Input ATR Questionnaire into Financial Express (FE) - EValue
• Print ATR Report outcome via FE
• Input Lifetime cash forecasting information into via Truth (where relevant)
• Prepare suitability letters for Adviser sign off (using templates or software)
• Obtain & copy Anti Money Laundering documents
• Complete verification form for Adviser signature Pass prepared case to Compliance (using checklist)
• On-Line Processing (where relevant)
• Updating IO on a continual basis with updates/changes/progress on cases using activity manger and other workflow functions
• Chasing business Weekly planning / strategy meeting with Adviser

Skills

• Experience of liaising with providers and knowledge of financial products
• Good communication skills
• Good analytical skills
• Good listening ability
• Good telephone manner
• Good level of IT proficiency including specific Financial Services software used Can do attitude to work
• Being able to work without constant supervision
• Being a Team player Ability to work to times scales