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Client Administrator -Chartered Financial Planners - Winchester

Job Title: Client Administrator -Chartered Financial Planners - Winchester
Contract Type: Permanent
Location: Winchester, Hampshire
Industry:
Salary: £21000 - £25000 per annum + 22 Days Holiday, Pension,Private Medical
Start Date: ASAP
Reference: BB383311_1561477795
Contact Name: Tanya Etheridge
Contact Email: sales@fusionpersonnel.com
Job Published: June 25, 2019 16:49

Job Description

Our wonderful client is on the lookout for a Client Administrator to join the team. Our client is a well known Chartered Financial Planning company that empowers financial institutions to shape their future. This is an exciting time to join the team! Please see below for a full job description.

Job Title: Sales Support/ IFA Administrator

Reporting To: Financial Planning Manager

Hours of Work Monday to Friday 9.00am to 5.30pm or 8.30 til 5pm

Overall Purpose of the Role:

To provide administration support for Chartered Financial Advisers. The role will include processing applications, servicing clients and supporting IFAs.

Key Activities & Responsibilities:

  • Dealing with post, scanning, photocopying, filing and emails
  • Taking telephone enquiries and making appointments for advisers
  • Receiving visitors
  • Set up new contracts & process applications in line with FCA regulations
  • Prepare and send letters of authority and obtaining policy information for research
  • Input and update client data and manage daily activities on Enable (internal CRM system)
  • Prepare business packs for Advisors
  • Upload and submit compliance documentation
  • Mail Merges e.g. ISA allowance letters / transfer letters to clients joining the company.
  • Other general admin duties as and when required
Annual Client Reviews
  • Update client valuations
  • Inputting risk questionnaires
  • General client reports and binding them for presentation
  • Diarising annual reviews and making appointments

Qualifications and skills:

  • Minimum of 12 months Administration experience within Financial Services
  • Experience of using investment platforms for processing business and servicing clients
  • Experience of Fact Find and Risk profiles would be advantageous
  • R01, FA1, FA2 Qualified, or looking to qualify is an advantage
  • Excellent attention to detail, accuracy and organisational skills
  • Good telephone manner
  • Good excel skills
Personal characteristics:
  • Motivated
  • Able to use initiative
  • Willing to learn
  • Team player

Apply now to avoid disappointment!

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