Client Support Executive (IFA Sales Support Administrator)

Recruiter
Coast Specialist Recruitment
Location
London (Central)
Posted
11 Aug 2018
Closes
09 Sep 2018
Job role
Accountant

Client Support Executive (IFA Sales Support Administrator)

Main Job Purpose & Overview

  • To provide proactive and efficient administration support to Wealth Planners in providing customer service excellence for new and existing clients.
  • The Client Service Executive role is key in providing full administrative support directly to clients and the Wealth Planners and Para-Planners within the team, ensuring that all new business documentation is accurate and processed in line with agreed service standards.

Key Responsibilities

  • Obtain information and quotations required by Wealth Planners/Para-Planners to enable them to research the client’s needs prior to recommendations, as and when required.
  • Process new business from submission to completion in adherence to the service standards and operational Wealth Planning procedures and activity management.
  • Maintain compliant client records in the office electronic folders and on the current back office system Adviser Office.
  • Scan and save all documents to Adviser Office and T24 in line with agreed file structure.
  • Manage Client Annual Reviews with Wealth Planners ensuring that these are actioned and completed in line with agreed service levels. Set new review date in activity manager for ongoing reviews.
  • Carry out all client administration in line with the Compliance guidance as well as central policies and updates and department standard operating procedures.
  • Keep Wealth Planners up to date with relevant information relating to client issues.
  • Prepare Valuations
  • Deal with incoming telephone calls relating to the above duties, and take messages for colleagues.

Qualifications and Experience

  • A-C grade GCSE, or equivalent, in Mathematics and English
  • Higher Education qualification preferred
  • Experience of working within an IFA background, life office or associated environment
  • Knowledge and use of Adviser Office database package
  • Studying towards or holds the CII qualifications

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