IFA Sales Support

Posted 20 June by Coast Specialist Recruitment
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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

Required skills

  • Financial Planning
  • Financial Services
  • Wealth Management
  • Wealth Management Services

Reference: 52917132

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